Web Events

PFP Boot Camp: Investment and Education Planning

Speakers: Tom Tillery
DeliveryType:  Video Webcast
    Select Date & Time:
  • $159.00-$199.00
    PFP Boot Camp: Investment and Education Planning 01:30 pm - 05:30 pm ET Product #: WC1380357
    Add to Calendar 05/15/2017 13:30:00 05/15/2017 17:30:00 America/New_York AICPA Webcast: PFP Boot Camp: Investment and Education Planning
    Register at http://www.aicpastore.com/PersonalFinancialPlanning/RetirementPlanning/PRDOVR~PC-PFSE6/PC-PFSE6.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $159.00
    Non-Member: $199.00

This webcast is a part of the Personal Financial Planning Boot Camp webcast series.

This session explores the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis. It will increase basic knowledge as to how money and capital markets operate, how to conduct investment and financial research, and how to evaluate the risks and rates of return for various types of investment. Education Planning address the various topics which are part of the education planning process: needs analysis, types of education funding vehicles, assessment of potential for financial aid as well as personal financial planning strategies unique to the education funding process.

Learning Objectives

  • Describe the three phases in the investment process
  • Critique the efficient market hypothesis, and its implications for technical and fundamental analysis
  • Compare and contrast stock and bond market indices to include weightings and composition
  • Create procedures to implement dollar cost averaging
  • Formulate the relationship between a bond's par (face) value, market price, coupon rate, maturity and YTM
  • Compute your client's holding period and annual compound rate of return on an investment over a specific time frame
  • Understand education financing options and cost of education
  • Evaluate education savings plans depending on client goals
  • Comprehend asset ownership of education assets

Important Information on Your CPE Credit


PFP section members and PFS credential holders receive a 20% discount:

When you log into this website with your AICPA member account, the section discount will be automatically applied during checkout. Section discounts cannot be combined with any other offer. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Group Viewing Option

Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Enter the number of attendees in the quantity box above.

Number of Attendees Non-Member Member

1 - 4

$199 $159

5 - 9

$179 $145

10 - 20

$169 $135

21 +

$159 $129

All group attendees must be sitting in the same room in order to obtain CPE credit.

Speaker Bio

Tom Tillery
Vice President, Financial Planning Advocate, LLC
Vice President & CCO, Paraklete® Financial, Inc.

Mr. Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council. Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs. Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).

System Requirements