Covers the time value of money, cash management strategies and the creation of the personal financial planning client's spending plan.
Learning Objectives
Recall the strategic tool used to identify fundamental personal financial planning goals.;Recognize a personal financial planning service.;Identify a statistical measure of the change in prices for a set of products.;Select the alternative name for the interest rate used in determining present value.;Calculate an inflation-adjusted return.;Recall an assumption used when calculating serial payments.
