OS-PFI-1013 Record Keeping

Course Description

You will have many paper and electronic records for your personal financial transactions. Knowing what to keep, and for how long, will help you organize your files.

By the end of this course, you will be able to

• Explain the need for paper and electronic filing systems
• List how long to keep tax returns and related documents
• List how long to keep investment documents
• List how long to keep loan documents
• List how long to keep estate planning documents
• List how long to keep home ownership records
• List how long to keep vehicle documents
• List how long to keep passports

Estimated completion time (hours): 0.9