Walter Haig's Personal Financial Health Checkup ... a Life Changer! – Webcast

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Feb 1, 2022

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


Member Fee: $305.00
Nonmember Fee: $405.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -152.00


This course will explain the nuts and bolts of how to achieve personal financial security.  Also, participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients.  This course will enable practitioners to add a huge value to their tax preparation services. This course has significantly changed for the better the lives of a significant number of practitioners and their clients.

Note: Title change effective October 2021. Changed from: "The Personal Financial Health Checkup: A Process That Will Significantly Change Your Life for the Better by Walter Haig”

Designed For

This course is designed for practitioners who are involved in personal financial statement preparation engagements and personal financial planning and individuals who desire to become or remain financially self-sufficient.


This course will explain the nuts and bolts of how to achieve personal financial security.

Major Subjects

  • Preparing a personal financial statement following U.S. GAAP
  • Recasting U.S. GAAP personal financial statements into powerful management tools
  • Creating an effective personal financial plan that will be used “religiously”
  • Effective communication strategies of personal financial information
  • Identifying the key factors that must be managed in order to achieve financial self-sufficiency
  • Effective financial management techniques
  • How to create “goal” statements that achieve results


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.