Updated for the Tax Cuts and Jobs Act and other recent developments, this CPE course presents four case studies which cover typical scenarios the personal financial planner may encounter.
Learning Objectives
Select the type of personal financial planning engagement which is most appropriate based on the case study's facts and circumstances.;Calculate the personal financial planning client's gross income based on their Cash Flow Statement.;Calculate the number of months the personal financial planning client has funded their emergency reserves based on their Statement of Financial Position.;Determine the personal financial planning client's PITI ratio.;Recall the four key areas of personal financial planning should be accomplished in a personal financial plan.
Major Topics
Financial planning;Pre-retirement;Financial independence;Retirement;Estate;Risk investment planning
