Description
A three-part CPE course covering assessment of investment risk, information gathering and financial analysis for the client.
Objectives
- Recall the elements of SMART goal planning.
- Identify the methods for assessing a client's risk.
- Calculate the inflation rate based on the Consumer Price Index.
- Distinguish between the types of economic indicators.
- Calculate an inflation-adjusted return.
- Identify the nominal rate of return.
- Determine the appropriate application of the time value of money functions.
Highlights
- Assessment of Risk
- Macro-Economic Variables
- Financial Analysis