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CPEthink.com

Financial Planning Basics for Individuals

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Overview / Abstract:

This basic 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. Coverage of the areas of the financial plan is provided through basic discussion of the concepts, theories, and definitions involved in the financial planning process. Guidelines are provided for the individuals implementation of the financial planning process, from the data gathering, risk management, investment selection, through the implementation of the financial plan, and to periodic reviews.

Expiration

Nov 07, 2017

Discipline(s)

Accounting , Financial Advisor CE, Office Management , Business & Management

Format

Online

Cost

59.95

Credits / Hours

6.0

Presenters / Authors / Faculty

Walter G. Austin, Ph.D., CPA

Keywords / Search Terms

CPEthink.com

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