Financial Planning: Best Practices | CPE Online

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Financial Planning: Best Practices Webinar

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Available Formats:

Live Webinar

$199

CPE Credits: 7.5 Hours
Overview

In a world moving at warp speed, the ability to filter out the noise and focus on what truly matters is critical to developing a sound financial plan. This fast-paced webinar will help you to:

  • Get your financial plan back on track
  • Shore up your ability to achieve your long-term goals and objectives
  • Save for your children's education
  • Prevent outliving your income

 

Objective

To help accountants and other financial professionals make sound, informed decisions regarding investment and tax planning, asset allocation, portfolio rebalancing, risk management, education funding and retirement planning. You’ll be able to combine the lessons learned from the financial crisis with recent legislative and tax law changes to make sound, informed decisions.

Emphasis
  • Current investment strategies and market trends
  • The five components of proper planning
    – Rainy day funds
    – Special purchase plans
    – Retirement plans
    – Protection strategies
    – Estate planning
  • Social Security
  • How to talk finances with aging parents
  • Taxation of investments and insurance
  • Case studies of real-life scenarios

Available Formats:

Live Webinar

$199

CPE Credits: 7.5 Hours

This course is included in the following passes:

Applicable Passes:
Not available
Anytime Pass
Self-Study Pass
Combo Pass
Evening & Weekend Pass

Need more than one course? Upgrade to a pass and save.

View Passes
Prerequisite
None
Level of Knowledge
Overview
CPE Credits
7.5 Hours
NASBA Field of Study
Finance
Title
CPE Passes: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Pass options that align with your schedule, no matter how busy you are. 

 

Financial Planning: Best Practices Self-Study Webinar

share icon
Link Copied!

Available Formats:

Self-Study

$199

CPE Credits: 10 Hours
Overview

In a world moving at warp speed, the ability to filter out the noise and focus on what truly matters is critical to developing a sound financial plan. This self-study webinar will help you to:

  • Get your financial plan back on track
  • Shore up your ability to achieve your long-term goals and objectives
  • Save for your children's education
  • Prevent outliving your income

 

Objective

To help accountants and other financial professionals make sound, informed decisions regarding investment and tax planning, asset allocation, portfolio rebalancing, risk management, education funding and retirement planning. You’ll be able to combine the lessons learned from the financial crisis with recent legislative and tax law changes to make sound, informed decisions.

 

DETAILED LEARNING OBJECTIVES

• Identify the financial planning process

• Recognize the characteristics of a financial plan

• Recognize the parameters in which a CFP must function

• Recognize potential conflicts of interest in the financial planning area

• Identify the basis from which financial plans are developed

• Identify the role of a budget in financial planning

• Identify the role of risk in the various stages of an individual’s investment life 

• Recognize the negative aspects of being risk adverse in the context of investing

• Recognize rules of thumb regarding risk tolerance and investing over time

• Identify the primary factors for financial planning 

• Recognize the financial planning community’s rule of thumb regarding emergency savings

• Identify certain characteristics of the cost of college

• Identify the role of income tax planning in financial planning

• Recognize the role of debt as it pertains to college graduates

• Recognize the characteristics of college 529 plans

• Identify the role of UGMA/UTMA accounts in education planning

• Recognize the significance of fees in investment returns

• Recognize the relationship between bonds and prevailing interest rates

• Recognize the characteristics of investment “packaged products” 

• Identify investment products’ relative liquidity

• Identify the characteristics of annuities

• Identify the advantages and disadvantages of annuities

• Recognize the types of fees often associated with annuities

• Identify the role of life insurance in financial planning

• Identify life insurance products offering the best value for premium dollars

• Identify those individuals most likely to benefit from investing in a life insurance policy

• Recognize the relative likelihood of the need for disability insurance

• Recognize the characteristics of long term care insurance policies

• Identify those circumstances indicating the need for long term care insurance

Emphasis
  • Current investment strategies and market trends
  • The five components of proper planning
    – Rainy day funds
    – Special purchase plans
    – Retirement plans
    – Protection strategies
    – Estate planning
  • Social Security
  • How to talk finances with aging parents
  • Taxation of investments and insurance
  • Case studies of real-life scenarios

Available Formats:

Self-Study

$199

CPE Credits: 10 Hours

This course is included in the following passes:

Applicable Passes:
Not available
Anytime Pass
Self-Study Pass
Combo Pass
Evening & Weekend Pass

Need more than one course? Upgrade to a pass and save.

View Passes
Prerequisite
None
Level of Knowledge
Overview
CPE Credits
10 Hours
NASBA Field of Study
Finance
Title
CPE Passes: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Pass options that align with your schedule, no matter how busy you are. 

 

Financial Planning: Best Practices

share icon
Link Copied!

Available Formats:

Seminar

$219

CPE Credits: 8 Hours

Available Formats:

Seminar

$219

CPE Credits: 8 Hours
Prerequisite
None
Level of Knowledge
Overview
CPE Credits
8 Hours
NASBA Field of Study
Finance
Title
CPE Passes: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Pass options that align with your schedule, no matter how busy you are.