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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
3
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
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) 2020


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