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