Learn the basics of preparing the personal financial plan.
NASBA Field of Study
Tom Tillery, Susan M. Tillery
This CPE course can be purchased individually, or as a part of the Fundamentals of Personal Financial Planning program.
Understand the role of investment planning in developing a comprehensive and practical financial plan for your clients. Learning about the environment in which investment professionals work, offers an opportunity to bridge the gap between them and your personal financial planning clients.
Through real-life scenarios and practical guidance, learn the basics of preparing the personal financial plan, which sets the direction for investing strategy, and how to help select the investment manager, by gaining knowledge about the following topics:
Learn how charitable planning is an integral part of estate planning as well as a major consideration in tax planning by exploring the following topics:
Group ordering for your team
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