Investment Data Gathering and Analysis (On-Demand) 2019
Illustrating how the client’s attitude toward their financial goals and investment risk will direct the personal financial planner in the creation of the investment plan, this three-part course covers:
Assessment of risk
Determining and prioritizing goals
Gathering client information
Performing financial analysis
Any financial analysis of an investment portfolio requires a good old fashioned “investment” of time with a financial calculator. To provide a reasoned analysis of an investment portfolio, a personal financial planner should be adept at using a financial calculator and have a solid understanding of the concepts of the time value of money. In this course, we will review the time value of money techniques applicable to the financial
- Recall the elements of SMART goal planning.
- Identify the methods for assessing a client’s risk.
- Calculate the inflation rate based on the Consumer Price Index.
- Distinguish between the types of economic indicators .
- Calculate an inflation-adjusted return.
- Identify the nominal rate of return.
- Determine the appropriate application of the time value of money functions.
- Assessment of Risk
- Macro-Economic Variables
- Financial Analysis
CPE Field of Study
Who Should Attend