Self-Study On-Demand


3 CPE

Effective Time Management [2025-2026]

Self-Study On-Demand
3 CPE

Learning Objectives

Upon successful completion of this course, participants will be able to: Recognize the contents of a time log. Describe the types of errors and how they impact time management. Cite the types of objects around which work must be scheduled. Specify the methods available for dealing with unplannable events. Describe the analysis methods used to identify the most important activities. Recognize the importance of objectives in time management. Specify the time management challenges associated with creative positions. Recognize the positives and negatives of being interrupted. Specify how networking can be accomplished in a time-effective manner. Recognize the situations in which using work instructions can reduce a manager's time involvement. Cite the steps needed to analyze a delay of action. Recognize a "red flag" request for work. Identify how to save time when dealing with travel arrangements. Identify the problems and benefits associated with working from home.

Major Topics

Effective Time Management The Time Log The Time Management Plan Swap Tasks The Cost of Your Time Dealing with Email The Break Strategy Working from Home

CPE Credits Available

3 CPE
3
Personal Development

Things to Know About This Course

Course Level

  • Overview

Intended Audience

CPA, CEO, CFP, and other Financial Advisers

Provider

Western CPE

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