Get hands-on, in-depth instruction on the basic use of the financial calculator and its application in comprehensive financial planning. Specific financial planning applications addressed in this webcast include: amortization; life needs analysis; funding for future purchases; education needs analysis; and, retirement needs analysis.
Learning Objectives
Upon completion of this course, participants will be able to:
Solve time value of money problems used to answer financial planning questions regarding meeting financial goals such as retirement and education, loans and mortgages, investment returns, etc
Understand which type of calculation is preferable for the various financial planning goals and situations
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Business & Industry
CPE Field of Study
Specialized Knowledge
2.0
Instructor(s)
Thomas Tillery
Prerequisites
Basic knowledge of the areas of personal financial planning (PFP).