What You'll Learn
Join us for an enlightening session with personal finance expert Rachel Murphy for a thorough review of the pros and cons of leading personal finance apps, a.k.a. "Budgeting Tools."
Understand their functionalities, security features, user-friendliness, and integration…
Join us for an enlightening session with personal finance expert Rachel Murphy for a thorough review of the pros and cons of leading personal finance apps, a.k.a. "Budgeting Tools."
Understand their functionalities, security features, user-friendliness, and integration capabilities. Whether your clients are tech-savvy millennials or individuals looking for straightforward budgeting tools, you’ll be equipped to recommend the perfect app to meet their needs. Rachel will share the highlights of the detailed evaluations she has done with top-rated apps like YNAB (You Need A Budget) and PocketGuard, along with new apps that are worth a look. Rachel's review will will include a look at features, ease of use, and client lifestyle compatibility. Rachel will also share innovative ideas to help clients create and adhere to a budget, including goal setting, understanding spending triggers, and the envelope system.
*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.