This session is part of "Personal Financial Planning Boot Camp" webcast series. The full series will cover all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, as well as the new Statement on Standards in PFP Services.
This session provides in-depth instruction in the basic use of the financial calculator and its application in comprehensive financial planning. Specific financial planning applications addressed here include: amortization; life needs analysis; funding for future purchases; education needs analysis; retirement needs analysis; long term care needs analysis; and holding period return and other than annual compounding. Participants will be able to solve for: net present value (NPV), internal rate of return (IRR), uneven cash flow and serial payments.
Field of Study: Specialized Knowledge & Applications
Prerequisite: Basic knowledge of the areas of personal financial planning (PFP).
Group Viewing Option
Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Select the Group Viewing product below and enter the number of attendees in the quantity box.
All group attendees must be sitting in the same room in order to obtain CPE credit.