Financial Planning Basics for Individuals
SKU: 02-094-01-CPE
Credit Hours: 6
Level: Basic
CPE Category: Financial Planning
Requires Prerequisites or Advanced Preparation: No
Delivery Method: PDF
Instructor: Walter G. Austin, Ph.D., CPA
Course Description:
This course covers the overall approach by the individual to the financial planning process. It encompasses the areas of expertise needed by individuals to do the process or to know when they need a professional financial planner.
After completing this course, participants should be able to:
- Identify details of the data-gathering portion of the engagement. (Unit One)
- Determine their personal and financial goals. (Unit One)
- Examine the various kinds of risks associated with investing. (Unit Two)
- Identify other information to be used in the financial planning process. (Unit Three)
- Introduce the individual to the process of financial planning and the risks involved. (Unit Four)
- Examine the different kinds of life insurance available and the guidelines as to which may be appropriate. (Unit Five)
- Discuss the investment choices and the time frame involved. (Unit Six)