Fundamentals of Personal Financial Planning
Available for 1 year after purchase date
**OnDemand**
7.0 Credits
Member Price $139.00
Non-Member Price $169.00
Overview
A broad spectrum of personal financial planning topics covered in a short, examples-based course.
Highlights
Key Topics
- Financial planning process and standards
- Estate and charitable planning
- Investment and education planning
- Retirement and elder planning
- Risk management and employee and business-owner planning
Prerequisites
None
Designed For
Who Will Benefit
CPAs, financial planners, and qualified professionals with interest in personal financial planning
Objectives
Learning Outcomes
- Recall the steps in the PFP process.
- Recognize the role of the AICPA Statements on Standards in Personal Financial Planning Services (SSPFPS) No. 1.
- Recognize the tax consequences of common estate planning strategies
- Identify basic estate and gifting strategies and their respective advantages.
- Identify the steps in the risk management planning process.
- Distinguish the phases of the investment planning process.
- Recall the different types of personal retirement investment accounts, asset types, and government benefits available for clients.
- Recognize key factors that personal financial planners must consider when creating, implementing, and monitoring retirement plans.
Non-Member Price $169.00
Member Price $139.00