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PFP Boot Camp: Time Value of Money Concepts and Calculations

Type: Video Webcast
Date: June 01, 2015
Time: 02:30 PM - 04:15 PM ET
Recommended CPE Credit: 2
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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.

Learning Objectives:

  • Solve time value of money problems used to answer financial planning questions regarding meeting financial goals such as retirement and education, loans and mortgages, investment returns, etc.
  • Understand which type of calculation is preferable for the various financial planning goals and situations.

Field of Study: Specialized Knowledge & Applications
Level: Intermediate
Prerequisite: Basic knowledge of the areas of personal financial planning (PFP).

Important Information on Your CPE Credit

PFP Section Members and PFS Credential Holders Save $15.00: When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or
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PFP Boot Camp: Time Value of Money Concepts and Calculations
Individual CPE
Video Webcast
Product# VPFSE2003
Availability: Online Access
Live Webcast
AICPA Member:$105.00
Your Price:$145.00
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