Lifecycle Financial Planning: Assessing Client Needs & Building a Plan

SKU: 06-451-01-CPE
Credit Hours: 2
CPE Category: Finance
Program Level: Basic
Prerequisites: None
Delivery Method: Online Video
Instructor: David R. Peters, CPA, MST, CLU, CPCU

Course Description:
By examining academic theory and illustrative case examples, this course will explore how financial planning changes over a client’s lifetime. We will discuss common investor types and approaches to financial planning, including traditional and reverse glidepath theory.

This course will discuss the following learning objectives:

List the subject matter areas of financial planning and the levels in the financial planning pyramid.
Recognize the general financial needs of people in different stages of the financial planning lifecycle.
Identify the key concept of reverse glidepath theory and how it differs from traditional financial planning theory.