The Stukent Personal Finance Certification is an industry-recognized credential that measures a learner’s knowledge and application of fundamental financial literacy concepts. Based on current industry standards, the certification covers topics such as banking, budgeting, life events, assets & liabilities, home ownership, credit, and more. Learners earn the certification by successfully completing a rigorous, third-party assessment that demonstrates their ability to apply business concepts in real-world scenarios.

Personal Finance

Stukent, Inc.

Certificate

No description available.

Format

Hybrid

Eligibility Calculator

Which aid programs apply to this program?

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Skills & Competencies

Skills developed through this program

Auto-populatedfrom O*NET via SOC 13-2011.00

Skills

Reading ComprehensionCritical ThinkingActive ListeningSpeakingMonitoringJudgment and Decision MakingWritingComplex Problem SolvingActive LearningTime ManagementService Orientation

Knowledge

Economics and AccountingEnglish LanguageMathematicsCustomer and Personal ServiceAdministration and ManagementLaw and Government

Abilities

Oral ComprehensionWritten ComprehensionOral ExpressionDeductive ReasoningInductive ReasoningNear VisionInformation OrderingWritten ExpressionProblem SensitivityMathematical ReasoningNumber FacilityCategory FlexibilitySpeech Clarity

Tasks

Prepare detailed reports on audit findings.
Report to management about asset utilization and audit results, and recommend changes in operations
Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or no
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on
Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.

Technology

Tax preparation softwareFinancial analysis softwareAccounting softwareEnterprise resource planning ERP softwareCompliance softwareProject management softwareElectronic mail software

Tools

10-key calculatorsComputer data input scannersDesktop computersLaptop computersLaser facsimile machinesNotebook computersPersonal computersPersonal digital assistants PDAPhotocopying equipmentScannersTablet computers

Work Values

AchievementIndependenceRecognitionRelationshipsSupportWorking Conditions

Career Pathways

Occupations this program prepares you for

Program Pathways

Credentials this program stacks toward

No program pathways.

What You'll Learn

Key competencies developed through this program

Auto-populatedfrom NSX Competency Framework

Mastery: developing (Level 2)(based on Certificate)

Multiple audit areas on a routine engagement — execute with reduced manager oversight.
Account reconciliations across the close — own and resolve in a private-company setting.
Common tax provisions and adjustments — calculate and document on standard returns.
Audit findings and exceptions — identify, document, and propose adjustments.
Junior staff on assigned sections — review and coach during fieldwork.
Client requests and follow-ups — manage on a routine engagement with manager visibility.
Internal control testing — design and execute for assigned cycles.
GAAP/IFRS treatment on familiar transactions — apply correctly with manager review.
Engagement budgets — track and flag overruns on assigned sections.
Standard reports and management letters — draft for partner review.

Program Details

Detailed information about this program

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

No scholarships listed.

Some details on this page are auto-populated from public workforce data sources: O*NET (opens in new tab), BLS (opens in new tab), College Scorecard (opens in new tab), DOL Training Provider Results (opens in new tab), NSX (opens in new tab). Provided in partnership with LER.me Career Intelligence.