Available Formats for this Course
Self-Study
$199.00
Overview
<p><span style="color: rgb(0, 51, 102);">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</span><span style="color: rgb(0, 51, 102);"> will help you to:</span></p>
<ul>
<li>
<span style="color: rgb(0, 51, 102);">Get your financial plan back on track</span></li>
<li>
<span style="color: rgb(0, 51, 102);">Shore up your ability to achieve your long-term goals and objectives</span></li>
<li>
<span style="color: rgb(0, 51, 102);">Save for your children's education</span></li>
<li>
<span style="color: rgb(0, 51, 102);">Prevent outliving your income</span></li>
</ul>
Objective
<p>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.</p>
<p><span style="font-size: 14px; line-height: 22.4px;">• </span><span style="font-size:14px;">Identify the financial planning process</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Recognize the characteristics of a financial plan</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Recognize the parameters in which a CFP must function</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Recognize potential conflicts of interest in the financial planning area</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Identify the basis from which financial plans are developed</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Identify the role of a budget in financial planning</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Identify the role of risk in the various stages of an individual’s investment life</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Recognize the negative aspects of being risk adverse in the context of investing</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Recognize rules of thumb regarding risk tolerance and investing over time</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Identify the primary factors for financial planning</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Recognize the financial planning community’s rule of thumb regarding emergency savings</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Identify certain characteristics of the cost of college</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Identify the role of income tax planning in financial planning</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Recognize the role of debt as it pertains to college graduates</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Recognize the characteristics of college 529 plans</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Identify the role of UGMA/UTMA accounts in education planning</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Recognize the significance of fees in investment returns</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Recognize the relationship between bonds and prevailing interest rates</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Recognize the characteristics of investment “packaged products”</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size: 14px;">Identify investment products’ relative liquidity</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size: 14px;">Identify the characteristics of annuities</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Identify the advantages and disadvantages of annuities</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Recognize the types of fees often associated with annuities</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Identify the role of life insurance in financial planning</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Identify life insurance products offering the best value for premium dollars</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Identify those individuals most likely to benefit from investing in a life insurance policy</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Recognize the relative likelihood of the need for disability insurance</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Recognize the characteristics of long term care insurance policies</span></p>
<p><span style="font-size: 14px;">• </span><span style="font-size:14px;">Identify those circumstances indicating the need for long term care ins</span>urance</p>
Emphasis
<ul>
<li>
Current investment strategies and market trends</li>
<li>
The five components of proper planning<br />
– Rainy day funds<br />
– Special purchase plans<br />
– Retirement plans<br />
– Protection strategies<br />
– Estate planning</li>
<li>
Social Security</li>
<li>
How to talk finances with aging parents</li>
<li>
Taxation of investments and insurance</li>
<li>
Case studies of real-life scenarios</li>
</ul>
Available Formats for this Course
Self-Study
$199.00
None