Financial Planning Basics for Individuals
SKU: CPE-07-094
Credit Hours: 6
Level: Basic
Field of Study: Finance
Requires Prerequisites or Advanced Preparation: No
Delivery Method: Online PDF
Instructor: Walter G. Austin, Ph.D., CPA
After completing this course you should be able to complete the following:
- 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)