This course sketches a profile of Americans born from 1946 through 1964: baby boomers. It explores the possible financial shortfalls boomers may encounter, the causes of the boomers’ dilemma, the approaches to prevent financial, emotional, and personal trauma, and the creative strategies devised to address these issues.
The Planning Resources at the end of each chapter offer helpful websites and other sources of information.Course Format
Upon ordering this course, you will immediately receive instructions how to download the course as an Online pdf document. Included in this email will be log-on instructions for taking the certification exam. You have one year from date of purchase to complete the course.Exam Format
After you have completed reviewing the text material, you may take your exam in our convenient, untimed online format. Tests average 5 questions for each CPE credit offered. For example, a CPE test worth 20 credits would include about 100 questions.
A score of 70% or better is required to pass this course, although there is no limit to the number of times you may take the exam in order to pass.CPE Certification
When you successfully pass the exam, your Certificate of Completion will be displayed on the screen. Print it out on your printer by using the “Print” command in your web browser.
This course is accepted in all but the following states for CPE credit: FL, MN, MS, OR, SC, & TN.
Course Level: Basic
Prerequisites: NoneIf you would like to purchase this course with a printed book included, click HERE to order.About The Author
Colleen Neuharth McClain is a certified public accountant (CPA) practicing in the fields of financial accounting and controllership as a sole proprietor. She is a graduate of the University of Texas and has served for more than 15 years as a controller for various organizations; small and large, public and private, domestic and international.
She is now sharing her knowledge and experiences with other accountants through writing continuing education material and exam questions.