Investment Data Gathering and Analysis (On-Demand) 2019

Description

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
Macroeconomic variables
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

Learning Objectives
  • 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.
Major Topics
  • Assessment of Risk
  • Macro-Economic Variables
  • Financial Analysis
Provider
AICPA
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge and Applications
3
Who Should Attend
CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.
Prerequisites

None.

Advanced Preparation

None.

Purchase Now
When
Available 24/7
Location
Online
Total CPE Credits
3
Format
On-Demand

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$79.00

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$99.00
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Investment Data Gathering and Analysis (On-Demand) 2019


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