Understanding the Basic Techniques of Financial Planning WEBCAST

Overview

This course provides a detailed look at the financial planning process. The participant will gain an in-depth understanding of the essential elements of a thorough financial plan, from the first step of developing a budget to understanding the intricacies of risk tolerance and asset allocation strategies.

Highlights

A review of the financial planning process. How to help a client develop a working budget. How to best financially leverage a client’s assets. How to evaluate risk and reward using a client’s investment planning horizon. How to judge a client’s risk-taking propensity. Problems in measuring a client’s risk tolerance. Common psychological influences on risk behavior. Fundamental investment and portfolio management principles. How important a strategic asset allocation policy is to a financial plan. Regulation and registration issues for investment advisors. How and when to use personal financial statements. An overview to set the stage for the participant to become an effective financial service professional. The co-op approach to financial planning. Ten steps to success as a financial planner.

Prerequisites

None.

Designed For

CPAs, EAs, attorneys, financial planners, bankers, and insurance agents.

Objectives

Recognize the essential elements of a federal financial plan.

Preparation

None.

Notice

None.

Leader(s):

Arthur Werner

Leader Bios

Arthur Werner

4.94 stars out of 5 - speaker rating for 2019

“Art Werner is a great speaker. Smart and entertaining.”
“Very well done! [Art Werner is] engaging and answered questions.”
“Great use of examples [by Art Werner], made the day fly by.” - past attendees

Art Werner is currently a shareholder in and is the President of the lecture firm Werner - Rocca Seminars, Ltd. Mr. Werner’s areas of expertise include business, tax, financial, and estate planning for high net worth individuals.

In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University located in Philadelphia, Pennsylvania.

Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants, Enrolled Agents, Insurance Agents, and Financial Planners, and has presented well in excess of 2,000 eight-hour seminars over the past 20 years. Over the past 20 years, Mr. Werner was rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

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