Investment Data Gathering and Analysis (On-Demand) 2020

Description

Narrated by Tom Tillery, this self-study course illustrates how the client’s attitude toward their financial goals and investment risk directs the personal financial planner in the creation of the investment plan. Updated for the Tax Cuts and Jobs Act of 2017, this three-part course covers:

Assessment of risk
Determining and prioritizing goals
Gathering client information
Macroeconomic variables
Performing financial analysis
This course will also review the time value of money techniques applicable to the financial analysis of an investment portfolio, as well as the use of a financial calculator.

Format: Voiceover PowerPoint, Audio

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 - Durham

Course Level

Intermediate

CPE Field of Study

Specialized Knowledge

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

Format

On-Demand

$79.00

$99.00

Become A Member

Purchase This Program