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WEBCAST: PFP Boot Camp: Time Value of Money Concepts and Calculations

Description

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.

Learning Objectives
  1. When you complete this course you will be able to:
  2. 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.
  3. Understand which type of calculation is preferable for the various financial planning goals and situations.
Major Topics
  1. Using a financial calculator
  2. Comprehensive financial planning
  3. Internal Rate of Return (IRR)
  4. Net Present Value (NPV)
  5. Uneven cash flow and serial payments
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Personal Financial Planning
CPE Field of Study
TBD
Who Should Attend

Financial planners preparing for the PFS exam or who need a refresher on PFP skills

Instructor(s)
Thomas Tilery
Prerequisites
Basic knowledge of the areas of personal financial planning (PFP)
Location
Online
Event Information
When
Jun 6, 2016
1:30 pm - 3:15 pm EST
Location
Online
Total CPE Credits
2
Format
Webcast Replay

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$ (% off)
$99.00

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$ (% off)
$129.00
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WEBCAST: PFP Boot Camp: Time Value of Money Concepts and Calculations


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