Investment Planning II - The Planning Process
James E. Grant
Investment Planners generally agree that Investment Planning is a four-step process: Gathering information, goal setting, educating the client and advising the client. This course examines each stage in detail and helps you implement effective investment planning strategies for your clients. In addition, you'll learn to:
Define the investment temperament of individual clients
Adjust risk exposure for clients as retirement nears
Compare and contrast the "Constant Dollar Method" to the "Constant Share Method"
Plan for college education expenses
Course Details
Price:$51.95 Field of Study: Consulting Services Level: Intermediate
Technical Requirements:
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Credit Available For:
Units
QAS
4 CPE
CFPTM (Accepted by the CFP Board)
2 CPE
Enrolled Agent (Accepted by the IRS)
4 CPE
CPE Accreditation
CCH Incorporated is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. NASBA phone number: 615-880-4200 Web site: www.nasba.org
CCH Incorporated is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. Participating state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. NASBA phone number: 615.880.4200 Web site: www.nasba.org
CCH Incorporated is a State Bar of California approved MCLE provider.
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