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The Future of Social Security, Accounting, and the Economy

FinTech Flo Podcast: Ep. 22 -February 29, 2024

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About this course

Course Description 

You’ve heard for years about how social security is running out, but when exactly will that happen, and why? Public accounting firms are starting to take Private Equity money, how will that shake up the industry? What do you need to know about stock options and exercising of them in start-ups? All this and more on the new season of the FinTech Flo, with Mike Whitmire and Drew Carrick!

Learning Objectives

  • Explain the three sources of retirement income in the "three-legged stool" concept
  • Analyze how the pending Social Security shortfall could impact businesses' pension and employee
    benefit obligations in the future 
  • Assess the reasonableness of funding amounts requested for business initiatives
  • Determine the impact of pricing strategies on company profitability and market dynamics
  • Evaluate the relationship between inflation rates and individual financial well-being

Course Instructions

To complete this course, you must complete each lesson, including watching video content, reading provided articles, answering knowledge check questions, and completing the final assessment. To complete the assessment, a minimum passing grade of at least 70% is required.

Search functionality can be utilized to locate relevant lessons.

This course will expire 12 months from the registration date. 

Additional Details

Delivery Method: QAS Self Study
Recommended Credit: 1.0
Field of Study: Accounting- Technical
Prerequisites: None
Program Knowledge Level: Basic
Advance Preparation: None
Published Date: March 13, 2024
 

Curriculum1.0 Credits

  • Episode 22 0 hr 56 min
  • Review Questions
  • Glossary
  • Wrap Up
  • Qualified Assessment
  • Certificates + Next Steps
  • Share Your Feedback!

About this course

Course Description 

You’ve heard for years about how social security is running out, but when exactly will that happen, and why? Public accounting firms are starting to take Private Equity money, how will that shake up the industry? What do you need to know about stock options and exercising of them in start-ups? All this and more on the new season of the FinTech Flo, with Mike Whitmire and Drew Carrick!

Learning Objectives

  • Explain the three sources of retirement income in the "three-legged stool" concept
  • Analyze how the pending Social Security shortfall could impact businesses' pension and employee
    benefit obligations in the future 
  • Assess the reasonableness of funding amounts requested for business initiatives
  • Determine the impact of pricing strategies on company profitability and market dynamics
  • Evaluate the relationship between inflation rates and individual financial well-being

Course Instructions

To complete this course, you must complete each lesson, including watching video content, reading provided articles, answering knowledge check questions, and completing the final assessment. To complete the assessment, a minimum passing grade of at least 70% is required.

Search functionality can be utilized to locate relevant lessons.

This course will expire 12 months from the registration date. 

Additional Details

Delivery Method: QAS Self Study
Recommended Credit: 1.0
Field of Study: Accounting- Technical
Prerequisites: None
Program Knowledge Level: Basic
Advance Preparation: None
Published Date: March 13, 2024
 

Curriculum1.0 Credits

  • Episode 22 0 hr 56 min
  • Review Questions
  • Glossary
  • Wrap Up
  • Qualified Assessment
  • Certificates + Next Steps
  • Share Your Feedback!