
Covers the time value of money, cash management strategies and the creation of the personal financial planning client's spending plan.
Format
Online
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1.5
Author(s)
Tom Tillery, Susan M. Tillery
Availability
1 year
Product Number
167231
To help your personal financial planning clients establish realistic financial goals, you must have a fundamental understanding of the time value of money concepts and be comfortable using a financial calculator or time value of money software.
In this audiovisual CPE course, Tom Tillery covers:
Once you complete this course, you'll be able to apply these concepts to create a financial plan and help your clients implement it in order to reach their financial independence and retirement goals.
Group ordering for your team
2 to 5 registrants
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We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org
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