
Investment Data Gathering and Analysis
A three-part CPE course covering assessment of investment risk, information gathering and financial analysis for the client.
Format
Online
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
3
Author(s)
Tom Tillery, Susan M. Tillery
Availability
1 year
Product Number
166621
This CPE course can be purchased individually or as part of the Investment Planning Certificate Program.
Narrated by Tom Tillery, this self-study course illustrates how the client's attitude toward their financial goals and investment risk directs the personal financial planner in the creation of the investment plan. Updated for the Tax Cuts and Jobs Act of 2017, this three-part course covers:
- Assessment of risk
- Determining and prioritizing goals
- Gathering client information
- Macroeconomic variables
- Performing financial analysis
This course will also review the time value of money techniques applicable to the financial analysis of an investment portfolio, as well as the use of a financial calculator.
Enhanced On-Demand Format
This on-demand format utilizes a slide deck format, enhanced with narration and interactive exercises that are designed to increase the level of engagement and hands-on application. Drag and drop exercises, case studies, and interactive diagrams are some examples of the interactive exercises that are used to supplement traditional instruction in this learning experience.
- Assessment of Risk
- Macro-Economic Variables
- Financial Analysis
- Recall the elements of SMART goal planning.
- Identify the methods for assessing a client's risk.
- Calculate the inflation rate based on the Consumer Price Index.
- Distinguish between the types of economic indicators.
- Calculate an inflation-adjusted return.
- Identify the nominal rate of return.
- Determine the appropriate application of the time value of money functions.
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org
Contact usThe Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.
Ratings and reviews
Log in to apply your member discount.