Investing is often thought of as a high-risk activity by those not familiar with the investment process. Yet, risk can be managed through the investment planning process. Updated for the Tax Cuts and Jobs Act of 2017, this two-part course covers investing as a process and the professional environment. Narrated by Tom Tillery, this course examines the three phases of investment planning engagements:
In addition, the Statement on Standards in PFP Services (SSPFPS) No. 1, which provides the authoritative guidance and establishes enforceable standards for CPA’s and AICPA members who provide investment planning services, will be discussed and explained in this course.
Format: Voiceover PowerPoint, Audio
CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.