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Investment Data Gathering and Analysis

Registration is Open
VSCPA Members
$79.00 Regular Registration
$99.00 Regular Registration

Illustrating how the client's attitude toward their financial goals and investment risk will direct the personal financial planner in the creation of the investment plan, this three-part course covers:
Assessment of risk
Determining and prioritizing goals
Gathering client information
Macroeconomic variables
Performing financial analysis

Any financial analysis of an investment portfolio requires a good old fashioned "investment" of time with a financial calculator. To provide a reasoned analysis of an investment portfolio, a personal financial planner should be adept at using a financial calculator and have a solid understanding of the concepts of the time value of money. In this course, we will review the time value of money techniques applicable to the financial analysis of an investment portfolio, as well as the use of a financial calculator.

Delivery Method: Self Study
CPE Credit: Specialized knowledge
Program Level: Intermediate

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The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.