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Integrating Investments with the Financial Plan (On-Demand) 2020

Description

Demonstrate your value by coordinating your clients’ advisers, a skill-set which will always be in demand and appreciated.

In this self-study course narrated by Tom Tillery, you will learn how to simplify the roles of the various advisers and put the client at ease.

Updated for the Tax Cuts and Jobs Act of 2017, this course examines the monitoring and updating phase of the investment planning engagement and discusses some of the types of advisers the personal financial planner may be working with, as well as the integration of the investment plan with the other areas of personal financial planning.

Format: Voiceover PowerPoint, Audio

Learning Objectives
  • Recall the role of an insurance broker.
  • Identify the legal document that serves as a temporary insurance contract.
  • Differentiate among the various individuals that can sell an insurance contract.
  • Identify the licenses required to sell variable insurance products.
  • Recognize the elements of a fiduciary duty.
  • Recall the entity that guarantees cash values of an insurance contract.
Major Topics
  • Coordination with the client’s financial advisers
  • Integration with other areas of PFP
Provider
AICPA - Durham
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge
2
Who Should Attend

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.

Instructor(s)
Susan Tillery Tom Tillery
Prerequisites

None.

Advanced Preparation

None.

Purchase Now
When
Available 24/7
Location
Online
Total CPE Credits
2
Format
On-Demand

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$79.00

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$99.00
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Integrating Investments with the Financial Plan (On-Demand) 2020


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