Description:

This course will provide the particpant with a comprehensive overview of the financial planning process. The participant will gain an in-depth understanding of the essential elements of a comprehensive financial plan, from the first step of developing a budget to an understanding of the planning techniques and strategies in managing risk, college financing and retirement planning, among others.

Objectives:

• To provide practitioners with an in-depth understanding of the essential elements of a federal financial plan.

Major Topics:

• An overview to set the stage for the participant to become an effective financial services professional
  
• The co-op approach to financial planning
  
• A review of the financial planning process
  
• Essential data gathering
  
• How to help a client develop a working budget
  
• How to evaluate risk and undertake an appropriate strategy for managing such risk
  
• Determinig the need for life insurance
  
• Issues and techniques in colloege financial planning
  
• Issues and techniques in retirement planning
  
• Issues and techniques in estate planning
  
• Regulation and registration issues for investment advisors
  

Who Should Attend:

CPAs, financial planners, bankers, insurance agents

Prerequisite:

None

Advanced preparation:

None