Personal Finance #3–Financial Services & Bank Reconciliation
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- This product is available at Udemy.
- At udemy.com you can purchase Personal Finance #3–Financial Services & Bank Reconciliation for only $399.00
- The lowest price of Personal Finance #3–Financial Services & Bank Reconciliation was obtained on June 26, 2026 11:40 am.
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Personal Finance #3–Financial Services & Bank Reconciliation
$59.99
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Personal Finance #3–Financial Services & Bank Reconciliation
★★★★★
$399.00 in stock
Udemy.com
as of June 26, 2026 11:40 am
Learn about financial services, financial institutions, and how to create a personal bank reconciliation from a CPA
Created by:
Robert (Bob) Steele
CPA, CGMA, M.S. Tax, CPI
CPA, CGMA, M.S. Tax, CPI
Rating:4.62 (52reviews)
26222students enrolled
What Will I Learn?
- How to apply money management strategies
- How to apply tax management strategies
- Explain the difference between marginal tax rate and average tax rate and how to use the proper rate when planning
- Describe the difference between tax deductions and tax credits and how to use this information when doing tax planning
- List the different tax filing statuses and their impact on the tax calculation
- Explain the different tax preparation options and the pros and cons related to them
- List common financial services needed by individuals
- List financial institutions and the services they provide
- Describe what a bank reconciliation is
- Complete a personal bank reconciliation
Requirements
- None
Target audience
- Anybody who want to improve their personal financial planning
- Students
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