Financial Planning for Today & Beyond Self-Study Webinar (11 Hours)


In a world moving at warp speed, the ability to filter out the noise and focus on what truly matters is critical to developing a sound financial plan. This self-study webinar will help you to:

  • Get your financial plan back on track
  • Shore up your ability to achieve your long-term goals and objectives
  • Save for your children's education
  • Prevent outliving your income



To help accountants and other financial professionals make sound, informed decisions regarding investment and tax planning, asset allocation, portfolio rebalancing, risk management, education funding and retirement planning. You’ll be able to combine the lessons learned from the financial crisis with recent legislative and tax law changes to make sound, informed decisions.

  • Current investment strategies and market trends
  • The five components of proper planning
    – Rainy day funds
    – Special purchase plans
    – Retirement plans
    – Protection strategies
    – Estate planning
  • Social Security
  • How to talk finances with aging parents
  • Taxation of investments and insurance
  • Case studies of real-life scenarios

Recognize the primary components of financial planning

Recognize the various funds suggested by financial planners

Recognize the three primary factors influencing individual financial plans

Recognize the ramifications of age on financial planning

Identify the negative aspects of risk aversion

Identify the financial planning community’s rule of thumb regarding emergency savings

Identify specific approaches to cash management

Identify specific approaches to building investment assets

Identify the advantages and disadvantages of annuities

Recognize the various fees typically imposed on purchasers of annuities

Recognize the generally accepted optimum time for the purchase of long-term care insurance

Recognize the terminology for primary financial planning documents

Recognize the positive and negative aspects of in-home care

Recognize the primary characteristics of hospice care

Identify the financial planning considerations of the elderly and the younger

Identify the circumstances in which homeowners will need private mortgage insurance

Identify the rules of thumb for how much house an individual can afford

Identify the rules of thumb regarding when to refinance a home mortgage

Recognize suggested tips for protecting oneself against ID theft

Recognize the goal of income tax planning

Recognize the trend in education costs

Recognize the allowances and restrictions associated with Coverdell savings accounts

Identify the trends in student debt

Identify the relative costs of attending community, public and private college

Identify the characteristics of Section 529 college plans

Identify the characteristics of UGMA and UTMA accounts

Recognize those insurance premiums offering the most protection per premium dollar

Recognize the characteristics of the different types of life insurance

Identify the relative necessity of disability versus health insurance

Identify the factors influencing the cost of long-term care insurance

Identify the single most important step necessary to ensure the disposition of a decedent’s assets as per his wishes

Recognize the role of probate in estate planning

Recognize the characteristics of financial advisors

Recognize the role of liquidity in financial planning

Recognize the role of age and risk tolerance in financial planning

Recognize examples of defensive and cyclical stocks

Recognize the significance of fees on investment performance

Identify the relationship between bond prices and interest rate movements

Identify the characteristics of index fund investing

Identify the characteristics of annuities

Identify the most commonly expressed concerns with annuities

Recognize the different categories and classifications of annuities




No advance preparation required.

Level of Knowledge: 


CPE Credit: 
NASBA Field of Study: