The Personal Financial Health Checkup: The Best Personal Financial Planning Course by Walter Haig - Webcast

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Feb 5, 2019

Registration: 7:30 AM / Program: 8:00 AM - 4:00 PM


Member Fee: $339.00
Nonmember Fee: $439.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -169.00


This course will enable practitioners to add value to tax preparation services and personal financial statement preparation engagements. A proven process for the accumulation and management of wealth will be presented. In addition, the course will explain the nuts and bolts of how to achieve personal financial security. Also, practitioners will learn a step-by-step approach for performing an annual personal financial health checkup for both themselves and their clients. How to develop a personal financial management practice will also be addressed.

This is an OSCPA produced live-stream webcast using Adobe Connect platform. You will receive login instructions 2 business days prior to the webcast.

Designed For

This course is designed for practitioners who are involved in personal financial statement preparation engagements, who recognize the need to add value to tax engagements, and/or who are expanding or adding personal financial planning services to their practice.


Practitioners will learn a step-by-step approach for performing an annual personal financial health checkup for both themselves and their clients.

Major Subjects

Preparing a personal financial statement following U.S. GAAP * Preparing a personal financial statement outside the “box” * Effective communication strategies of personal financial information * Using personal financial statements as financial planning tools * Identifying the key factors that must be managed in order to achieve wealth * Effective financial planning techniques * How to develop achievable goal statements.


Walter Haig

Walter J. Haig II, CPA, owns his own CPA firm in Creston, Washington. His experience is extensive in auditing, accounting and advisory services to family-owned businesses. He is also a highly regarded consultant in cases involving accountant's malpractice.

Haig lectures nationally in the areas of auditing, accounting, compilation and review services, personal financial statements, forecasts and projections, and personal financial planning. His skills as an instructor have won him the AICPA's Outstanding Discussion Leader Award five times and the Washington Society of CPA's Highest Rated Instructor Award six times. The Washington Society of CPA's Discussion Leader of the Year Award was named in his honor in 1990. He has been rated as the best instructor of auditing and accounting courses in more than a dozen states. In addition, he was one of the highest rated presenters at six of the AICPA annual National Auditing and Technical Symposiums. Haig is the author of eight highly rated continuing professional education courses that are presently being utilized on a national basis.

Haig has served on various AICPA and Washington Society of CPA's task forces and committees in the areas of auditing, personal financial planning and continuing education. He received his Bachelor of Science Degree in Business from the University of Colorado.

Rev. 2014