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Webcast: PFP Boot Camp: Time Value of Money Concepts and Calculations (WBPFSE215)
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When: 06/01/2015
1:30 PM until 3:15 PM
Where: Webcast
United States
Presenter: Tom Tillery

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Registration Fees
Members $105
Non-Members $145

CPE: 2 hours
Level: Intermediate
Vendor: AICPA
Category: Specialized Knowledge & Applications
Prerequisites: Basic knowledge of the areas of personal financial planning (PFP)
Advanced prep: None

Who should attend: Financial planners preparing for the PFS exam or who need a refresher on PFP skills

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.

- Solve time value of money problems used to answer financial planning questions regarding meeting financial goals such as retirement and education, loans and mortgages, investment returns, etc. - Understand which type of calculation is preferable for the various financial planning goals and situations.

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