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Learn about debt and credit related, personal finance decisions, from a Certified Public Accountant (CPA)

Why take this course?

🧾 Master Personal Finance: Understand Debt & Credit with Expert CPAs

Course Description:

Embark on a financial journey and unlock the secrets of effective credit management in our comprehensive course, “Personal Finance #4 – Credit: Sources, Costs, Pros & Cons.” Taught by the esteemed Robert (Bob) Steele, a Certified Public Accountant (CPA), this online course is your key to making informed financial decisions related to debt and credit.

🌟 What You’ll Learn:

  • Credit Tools & Decision Making: Gain insights into the tools available to guide your personal financial decisions, with a focus on managing and understanding credit.
  • Advantages & Disadvantages of Using Credit: Learn about the various advantages and disadvantages associated with credit usage and understand the associated costs so you can make better financial choices.
  • Types of Credit & Financial Institutions: Explore different types of credit, such as closed-end vs. open-end credit, and learn which financial institutions best suit your personal debt needs. Discover the nuances of how different financial institutions operate.
  • The 5 C’s of Credit: Dive deep into the factors that impact an individual’s access to credit with a focus on:
    1. Character – Your financial history and creditworthiness.
    2. Capacity – Your ability to manage monthly payments and debt obligations.
    3. Capital – The cash, assets, or investment you have.
    4. Collateral – Assets you offer to secure a loan.
    5. Conditions – The financial environment at the time of credit application.
  • Equal Credit Opportunity Act (ECOA): Understand your rights under ECOA and what to do if you’re denied credit.
  • Credit Costs & Decision Making: Learn about the costs associated with different types of loans, including interest rates, fees, and other factors that can impact the total cost of borrowing.
  • Interest Calculation Methods: Get to grips with various methods of calculating interest to better manage your personal finances.
  • Real-World Applications: Apply your knowledge with example problems and practice scenarios. Utilize downloadable Excel Workbooks to work through problems step-by-step, with a dedicated tab for answer keys and another for guided problem-solving alongside instructional videos.

Why Take This Course?

βœ… Expert Instruction: Learn from Robert (Bob) Steele, a Certified Public Accountant with extensive experience in personal finance and credit management.


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πŸ“Š Practical Tools: Use downloadable Excel Workbooks to practice what you’ve learned, with step-by-step guidance and answer keys included.

🀝 Real-World Application: Transition your learning into practical financial strategies that can be applied to your personal finances.

πŸš€ Empower Your Financial Future: Make informed decisions about debt and credit, and take control of your financial health.

Enroll Now to Navigate Your Credit Score with Confidence! πŸš€


By taking this course, you’re not just learning financial conceptsβ€”you’re equipping yourself with the tools to make smarter financial decisions for a lifetime. Join us and transform your understanding of personal finance! πŸ’°πŸ’‘

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