Financial Planning Skills
Financial Planning Skills provides participants with a working knowledge of financial planning topics.
| Price | $215 Nonmembers / $160 Members |
| Course Credits | AIB: 0 ; ICB: 6.75 (CTFA/PFI) ; CFP: 3.5 |
| Prerequisites | Basic knowledge/expertise in trust field |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
Audience
Trust professionals looking for a big picture view of financial planning concepts. This course is appropriate for trust officers who already have achieved a basic level of knowledge and expertise in the trust field.
Learning Objectives
After completing this course, students will be able to:
- Understand the scope of financial planning
- Interpret the different measurements of value used in financial planning
- Construct a Balance Sheet and a Cash Flow Statement
- Complete a Profile Form on a trust client
- Assess client's financial situation to:
- Identify needs and objectives
- Determine major financial planning issues
- Assist clients in making appropriate financial decisions
- Use financial planning tools to identify and develop new business
Enrollment: To enroll in this course, please click on the link below for the registration form. Print and complete the form and submit it to your supervisor for approval. Then submit the approved form to your human resources department for processing.