In this four-part, 4-hour narrated PowerPoint presentation, Tom Tillery will examine Professional Environment and Non-Financial Factors, Financial Decisions, Taxation and Income Tax Planning and Integration with Other Areas of PFP. This course will address the professional environment within which the personal financial planner provides services, and financial and non-financial factors including types of care, communication with cognitively or physically impaired clients, family dynamics and life planning.
Learning Objectives
In this course, you will learn to do the following:;Identify who is considered a fiduciary under the Investment Advisers Act of 1940.;Differentiate among the types of care available to the chronically ill, elderly, or those with special needs.;Distinguish between incapacity and incompetency;Identify the primary dispositive estate documents.
Major Topics
Professional Environment and Non-Financial Factors;Financial Decisions, Taxation and Income Tax Planning;Integration with Other Areas of PFP, including: Estate Planning, Charitable Planning, Investment Planning, Risk-Management and Insurance, and Retirement Planning
