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Fundamentals of Personal Financial Planning (On-Demand) 2020

Description

The Fundamentals of Personal Financial Planning series will help you gain fundamental knowledge in all core elements of personal financial planning to better serve your existing clients with expanded services, as well as, and earn new clients looking for personal financial planning.
In this CPE self-study series, you will learn about a broad spectrum of personal financial planning topics and how they each relate to Statement on Standards in Personal Financial Planning Services:

Financial planning process and standards
Estate and charitable planning
Investment and education planning
Retirement and elder planning
Risk management and employee and business-owner planning
In the process, consider how to reshape your services by increasing staff proficiency, understanding, and awareness in these areas, enabling you firm to expand services, increase revenue, and strengthen your brand.

This series will help you deepen your client relationship for higher client satisfaction and retention, spread revenue stream and workloads throughout the year, rather than concentrating most work around tax deadlines; and, create a foundation for additional indepth training on the areas to build additional proficiency.

Format: Voiceover Powerpoint, Audio

Learning Objectives
  • Understand the personal financial planning process, including how it relates to the Statement on Standards in Personal Financial Planning Services No. 1, as well as, personal financial planning concepts and responsibilities.
  • Identify basic considerations in estate and charitable planning as well as specific vehicles used therein.
  • Recognize the overall risk management process including the types and legal elements of insurance contracts, as well as, the regulatory environment.
  • Distinguish investment vehicles and their constraints, understand asset allocation, investment manager selection, and the regulatory environment surrounding investment planning.
  • Recognize the types of retirement plans available and understand the fundamental assumptions and regulatory environment behind retirement planning
Major Topics
  • Financial planning process and standards
  • Estate and charitable planning
  • Investment and Education planning
  • Retirement and elder planning
  • Risk Management/employee and business-owner planning
Provider
AICPA - Durham
Course Level
Basic
CPE Field of Study
Specialized Knowledge
12.5
Who Should Attend

CPAs
Tax professionals
Financial planners
Other qualified professionals

Instructor(s)
Tom Tillery Susan Tillery
Purchase Now
When
Available 24/7
Location
Online
Total CPE Credits
12.5
Format
On-Demand

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$379.00

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$479.00
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Fundamentals of Personal Financial Planning (On-Demand) 2020


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