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| Author : | Walter G. Austin, Ph.D., CPA |
| Status : | Production |
| CPE Credits : | 4.0 |
| IRS Credits : | 0 |
| Price : | $35.95 |
| Passing Score : | 70% |
| Course Type: | NASBA QAS - Text - NASBA Registry |
| Primary Subject-Field Of Study: | Business Management & Organization - Business Management & Organization for Course Id 1942 |
| Description : | 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 individual's 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. |
| Usage Rank : | 0 |
| Release : | 2022 |
| Version : | 1.0 |
| Prerequisites : | None. |
| Experience Level : | Overview |
| Additional Contents : | Complete, no additional material needed. |
| Additional Links : |
What Is a Financial Plan?
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| Advance Preparation : | None. |
| Delivery Method : | QAS Self Study |
| Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
| Revision Date : | 17-Jan-2022 |
| NASBA Course Declaration : | Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
| Approved Audience : | NASBA QAS - Text - NASBA Registry - 1942 |
| Keywords : | Business Management & Organization, Financial, Planning, Basics, Individual, cpe, cpa, online course |
| Learning Objectives : |
Course Learning Objectives: 1. Identify details of the data-gathering portion of the engagement. (Unit One)2. Determine their personal and financial goals. (Unit One) 3. Examine the various kinds of risks associated with investing. (Unit Two) 4. Identify other information to be used in the financial planning process. (Unit Three) 5. Introduce the individual to the process of financial planning and the risks involved. (Unit Four) 6. Examine the different kinds of life insurance available and the guidelines as to which may be appropriate. (Unit Five) 7. Discuss the investment choices and the time frame involved. (Unit Six) Unit 1
2. Determine their personal and financial goals. Unit 2
Unit 3
Unit 4
Unit 5
Unit 6
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| Course Contents : | Unit 1 - Data-Gathering and Determining Objectives Unit 1 Review Questions Unit 2 - Investing and the Risks Involved Unit 2 Review Questions Unit 3 - Other Information Needed Unit 3 Review Questions Unit 4 - Determining the Financial Plan and Risk Management Unit 4 Review Questions Unit 5 - Kinds of Insurance Unit 5 Review Questions Unit 6 - Investment Selection Unit 6 Review Questions |
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