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Webcast: PFP Boot Camp: Time Value of Money Concepts and Calculations (WBPFPTIM16)
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11/7/2016
When: 11/7/2016
12:30 PM until 2:15 PM
Where: Webcast
AICPA
1203900:105902F70EE6A5C2FD4D78E468B7A71B
United States
Presenter: Thomas N. Tillery, CFP, CLU, ChFC, CRPC, LUTCF


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Acronym WBPFPTIM16
CPE 2 hours
Vendor AICPA
Category
Specialized Knowledge
Level Intermediate
Yellow Book No
Prerequisite Basic knowledge of the areas of personal financial planning (PFP)
Who should attend Financial planners preparing for the PFS exam or who need a refresher on PFP skills
Members $99
CPA Non-Members $129

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Description

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.

Objectives

When you complete this course you will be able to:

  • 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.

Topics

  • Using a financial calculator
  • Comprehensive financial planning
  • Net Present Value (NPV)
  • Internal Rate of Return (IRR)
  • Uneven cash flow and serial payments

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