Investment Planning Learning
Available for 1 year after purchase date
**OnDemand**
10.0 Credits
Member Price $169.00
Non-Member Price $205.00
Overview
An eight-course program covering steps in the investment planning life cycle, including a discussion of planning for and funding higher education.
Highlights
Key Topics
- The risk management planning process
- Needs analysis and insurance contracts
- Life insurance
- Annuities
- Personal risk insurance
- Group insurance and other employee benefits
- Education planning
Prerequisites
Financial planning knowledge
Designed For
Who Will Benefit
CPAs, financial planners, and qualified professionals with basic knowledge of, and interest in, personal financial planning.
Objectives
Learning Outcomes
- Identify the different phases of the investment planning process.
- Identify the types of client data necessary to develop an effective investment plan.
- Recognize the essential elements that form an effective investment policy statement.
- Determine the responsibilities of the personal financial planner in selecting an investment adviser.
- Identify different investment vehicles and their associated risk levels.
- Analyze a client's investment performance and goal achievement as part of an updating and monitoring engagement.
- Determine how to integrate investment planning with other areas of personal financial planning.
- Determine the information that must be gathered to develop an education plan.
Non-Member Price $205.00
Member Price $169.00