Course ID: BTFP

Understanding the Basic Techniques of Financial Planning

This course will provide the particpant with a comprehensive overview of the financial planning process. The participant will gain an in-depth understanding of the essential elements of a comprehensive financial plan, from the first step of developing a budget to an understanding of the planning techniques and strategies in managing risk, college financing and retirement planning, among others.


LEARNING OBJECTIVES
  • To provide practitioners with an in-depth understanding of the essential elements of a federal financial plan.

MAJOR TOPICS
  • An overview to set the stage for the participant to become an effective financial services professional
  • The co-op approach to financial planning
  • A review of the financial planning process
  • Essential data gathering
  • How to help a client develop a working budget
  • How to evaluate risk and undertake an appropriate strategy for managing such risk
  • Determinig the need for life insurance
  • Issues and techniques in colloege financial planning
  • Issues and techniques in retirement planning
  • Issues and techniques in estate planning
  • Regulation and registration issues for investment advisors

DESIGNED FOR
CPAs, financial planners, bankers, insurance agents

FIELD OF STUDY
Taxes

PREREQUISITES
None

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Basic

This course is available for your group as:

Group Live
 

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Or, contact BLI: 888-481-3500 or learn@blionline.org