Integrating Investments with the Financial Plan

Overview

This CPE course can be purchased individually or as part of the Investment Planning Certificate Program.

Demonstrate your value by coordinating your clients' advisers, a skill-set which will always be in demand and appreciated.

In this self-study course narrated by Tom Tillery, you will learn how to simplify the roles of the various advisers and put the client at ease.

Updated for the Tax Cuts and Jobs Act of 2017, this course examines the monitoring and updating phase of the investment planning engagement and discusses some of the types of advisers the personal financial planner may be working with, as well as the integration of the investment plan with the other areas of personal financial planning.

Enhanced On-Demand Format

This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

Highlights

Key Topics

• Coordination with the client's financial advisers
• Integration with other areas of PFP

Prerequisites

Basic knowledge of the areas of personal financial planning (PFP)

Designed For

Who Will Benefit

• CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.

Objectives

Learning Outcomes

• Recall the role of an insurance broker.
• Identify the legal document that serves as a temporary insurance contract.
• Differentiate among the various individuals that can sell an insurance contract.
• Identify the licenses required to sell variable insurance products.
• Recognize the elements of a fiduciary duty.
• Recall the entity that guarantees cash values of an insurance contract.