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Who should attend Advanced Course In Financial Planning
This seminar is designed for accountants, attorneys, money managers, investment advisors, broker/dealers, financial principals, financial operating officers, financial planners, enrolled agents and insurance professionals.
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Advanced Course In Financial Planning  

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This seminar is designed for accountants, attorneys, money managers, investment advisors, broker/dealers, financial principals, financial operating officers, financial planners, enrolled agents and insurance professionals.

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Seminar Summary:

This seminar will cover such topics as tax-advantaged investment strategies, how to evaluate risk and return, proper asset allocation techniques and more. (see full course description)

 
 

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Training Course Syllabus:


The income tax consequences of a proposed disposition of commercial real estate are often the most important considerations in the transaction.

The following topics will be discussed:

  • Investing And Investing For Retirement
  • Tax-Advantaged Investment Strategies
  • The Building Blocks Of Basic Investing
  • Advanced Techniques Of Investing For Very High Net Worth Clients
  • How To Evaluate Risk And Return
  • Proper Asset Allocation Techniques
  • How To Speak To Wealthy Clients About Developing And Implementing A Comprehensive Wealth Management Plan
  • How To Properly Evaluate An Investment Advisor And Financial Planner

8:30 a.m. - 10:00 a.m.

I. Investing And Financial Planning

A. Types Of Investing

B. Important Questions About Investing

C. Investment Strategies That Help You Accumulate Wealth

D. Critical Concepts Of Investing And Financial Planning

E. Steps To Building An Efficient Portfolio

F. A Prudent Investor's Checklist

G. The Top Investment And Financial Planning Books

II. Investing For Retirement

A. How Much Is Enough

B. Retirement Cash Flow Analysis

C. Funding Priorities

10:00 a.m. - 10:10 a.m.

Break

10:10 a.m. - 12:00 p.m.

III. Tax-Advantaged Investment Strategies

A. Why And When To Consider Tax-Favored Investments

B. Tax-Free Investments

C. Tax-Deferred Investments

D. Tax-Managed Investments

E. The Effects Of JGTRRA Of 2003 On Tax-Advantaged Investments

12:00 p.m. - 1:00 p.m.

Lunch (On Your Own)

1:00 p.m. - 4:30 p.m.

(Break 2:30 p.m. - 2: 40 p.m.)

IV. What You Need To Know: Building Blocks Of Investing

A. Equities

B. Fixed Income – Why Invest In Bonds?

C. Sectors

D. Styles

E. How They Fit Together

V. Advanced Building Block

A. Going Offshore Without Going Overboard

B. 15 Things You Probably Don't Know About Hedge Funds

C. Managed Accounts, Managed Futures

D. The Low Down On Variable Annuities And Other Insurance Products

E. Planned Giving Techniques For High Net Worth Clients

F. How To Convert Non-Producing, High-Tax Liability Assets Into Gold Mines

VI. What Is Risk?

A. Types Of Risk

B. Controlling Risk With Risk Control Guidelines

C. Risk Assessment Questionnaire

VII. Aspects Of Investor Psychology

VIII. Asset Allocation – The Key To Success

A. The Truth About Diversification By The Numbers

B. Allocating Assets In A Changing Market

C. Expected Rates Of Return, Investment Time Horizons And Standard Deviation

D. The Efficient Frontier

E. Tax Efficiency

IX. Portfolio Implementation

A. The Investment Policy Statement: Key To Success

B. How It's Constructed, What It Must Contain

C. Selecting The Appropriate Investments

D. Staying On Course

E. Sample Investment Policy Statement

X. How To Interview And Qualify An Investment Advisor And Financial Planner

A. Questions To Ask; Interview Checklist

Seminar Summary:

This seminar will cover such topics as tax-advantaged investment strategies, how to evaluate risk and return, proper asset allocation techniques and more. (see full course description)

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