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PFP Boot Camp: Investment and Education Planning

Description

This webcast explores the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis. Presented by an expert author, the webcast will increase basic knowledge as to how money and capital markets operate, how to conduct investment and financial research, and how to evaluate the risks and rates of return for various types of investment.

Education Planning addresses the various topics which are part of the education planning process: needs analysis, types of education funding vehicles, assessment of potential for financial aid as well as personal financial planning strategies unique to the education funding process.

Learning Objectives
  1. Upon completion of this course, participants will be able to:
  2. Describe the three phases in the investment process • Critique the efficient market hypothesis, and its implications for technical and fundamental analysis
  3. Compare and contrast stock and bond market indices to include weightings and composition
  4. Create procedures to implement dollar cost averaging
  5. Formulate the relationship between a bond's par (face) value, market price, coupon rate, maturity and YTM
  6. Compute your client's holding period and annual compound rate of return on an investment over a specific time frame
  7. Understand education financing options and cost of education
  8. Evaluate education savings plans depending on client goals
  9. Comprehend asset ownership of education assets
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Business & Industry
CPE Field of Study
Specialized Knowledge
4.0
Instructor(s)
Thomas Tillery
Prerequisites
Basic knowledge of the areas of personal financial planning (PFP).
Location
Online
Event Information
When
Nov 6, 2017
1:30 pm - 5:30 pm EST
Location
Online
Total CPE Credits
4.0
Format
Webcast Replay

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$199.00
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PFP Boot Camp: Investment and Education Planning


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