Cash Management Strategies
Provider: AICPA
Length: 75 minutes
Specialized Knowledge
1.5 CPE Credits
Intermediate
QAS self study
To help your personal financial planning clients establish realistic financial goals, you must have a fundamental understanding of the time value of money concepts and be comfortable using a financial calculator or time value of money software.
In this audiovisual CPE course, Tom Tillery covers:
* The time value of money
* Cash management strategies
* The creation of the personal financial planning client's spending plan
Once you complete this course, you'll be able to apply these concepts to create a financial plan and help your clients implement it in order to reach their financial independence and retirement goals.
In this audiovisual CPE course, Tom Tillery covers:
* The time value of money
* Cash management strategies
* The creation of the personal financial planning client's spending plan
Once you complete this course, you'll be able to apply these concepts to create a financial plan and help your clients implement it in order to reach their financial independence and retirement goals.