This session is part of "Personal Financial Planning Boot Camp" webcast series. The full series will cover all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, as well as the new Statement on Standards in PFP Services.
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.
Field of Study:
Specialized Knowledge & Applications
Prerequisite: Basic knowledge of the areas of personal financial planning (PFP).
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