On-Demand


3 CPE

Investment Data Gathering and Analysis

On-Demand
3 CPE

Learning Objectives

Recall the elements of SMART goal planning.;Identify the methods for assessing a client's risk.;Calculate the inflation rate based on the Consumer Price Index.;Distinguish between the types of economic indicators.;Calculate an inflation-adjusted return.;Identify the nominal rate of return.;Determine the appropriate application of the time value of money functions.

Major Topics

Assessment of Risk;Macro-Economic Variables;Financial Analysis

CPE Credits Available

3 CPE
3
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Leadership
  • Pracitioner
  • Pracitioner's
  • Pracitioners

Prerequisites

Basic knowledge of the areas of personal financial planning (PFP)

Advanced Preparation

None

Provider

AICPA

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