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This session provides in-depth instruction in the basic use of the
financial calculator and its application in comprehensive financial
planning. Specific financial planning applications addressed here
include: amortization; life needs analysis; funding for future
purchases; education needs analysis; retirement needs analysis; long
term care needs analysis; and holding period return and other than
annual compounding. Participants will be able to solve for: net present
value (NPV), internal rate of return (IRR), uneven cash flow and serial
payments.
Financial planners preparing for the PFS exam or who need a refresher on PFP skills
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