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Financial Planning Basics for the Individual (Course Id 1942)

QAS / Registry
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Author : Walter G. Austin, Ph.D., CPA
Course Length : Pages: 44 ||| Review Questions: 29 ||| Final Exam Questions: 20
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 :
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
Data-Gathering and Determining Objectives

    1. Identify details of the data-gathering portion of the engagement.
    2. Determine their personal and financial goals.

Unit 2
Investing and the Risks Involved

    1. Examine the various kinds of risks associated with investing.

Unit 3
Other Information Needed

    1. Identify other information to be used in the financial planning process.

Unit 4
Determining the Financial Plan and Risk Management

    1. Introduce the individual to the process of financial planning and the risks involved.

Unit 5
Kinds of Insurance

    1. Examine the different kinds of life insurance available and the guidelines as to which may be appropriate.

Unit 6
Investment Selection

    1. Discuss the investment choices and the time frame involved.
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

CPE Business Management & Organization Course: https://www.cpethink.com/practice-management-cpa-courses
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