Covers the time value of money, cash management strategies and the creation of the personal financial planning client's spending plan.
NASBA Field of Study
Tom Tillery, Susan M. Tillery
To help your personal financial planning clients establish realistic financial goals, you must have a fundamental understanding of the time value of money concepts and be comfortable using a financial calculator or time value of money software.
In this audiovisual CPE course, Tom Tillery covers:
Once you complete this course, you'll be able to apply these concepts to create a financial plan and help your clients implement it in order to reach their financial independence and retirement goals.
Group ordering for your team
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