A three-part CPE course covering assessment of investment risk, information gathering and financial analysis for the client.
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
