Lifecycle Financial Planning – Assessing Client Needs & Building a Plan

Description

True financial planning is a collaborative process between a client and advisor that encompasses all aspects of an individual’s financial life.However, what does the financial planning process look like and what should
the approach be? By examining academic theory and illustrative case examples, this course will explore how financial planning changes over a client’s lifetime. We will discuss common investor types and approaches to
financial planning, including traditional and reverse glidepath theory.

Learning Objectives

• List the subject matter areas of financial planning and the levels in
the financial planning pyramid.
• Recognize the general financial needs of people in different stages of
the financial planning lifecycle.
• Identify the key concept of reverse glidepath theory and how it
differs from traditional financial planning theory.

Major Topics

• What is financial planning?
• Financial planning pyramid
• Understanding client circumstances
• Classifying investors
• Investment policy statements (IPS)
• Reverse glidepath theory

Provider
Peters Professional Education L.L.C.
Course Level
Basic
CPE Field of Study
Finance
1
Who Should Attend

CPAs and financial advisors who want to know more about the basic theory and concepts behind financial planning and building a financial plan.

Instructor(s)
David Peters
Prerequisites

Basic understanding of client financial needs.

Advanced Preparation

None

Location
Online
Event Information
When
Apr 25, 2023
9:00 am - 10:20 am EST
Location
Online
Total CPE Credits
1
Format
Webcast Replay

MEMBER


$ (% off)
$45.00

NON-MEMBER


$ (% off)
$65.00
Become A Member

Register for this Event

Lifecycle Financial Planning – Assessing Client Needs & Building a Plan


Loading
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×