NEBRASKA SOCIETY OF
Certified Public Accountants
SERVING NEBRASKA AND ITS CPAS SINCE 1928
Understanding the Basics Techniques of Financial Planning

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Online Registration Form

Date: July 27, 2017
Location: German American Society, Omaha
Course Time: 8:30 AM to 4:30 PM
Registration Begins: 8:00 AM
Summary
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.
Objectives
To provide practitioners with an in-depth understanding of the essential elements of a federal financial plan.
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 services professional * The co-op approach to financial planning * Ten steps to success as a financial planner.
Who Should Attend
CPAs, EAs, attorneys, financial planners, bankers, and insurance agents.

Course Level Basic
Prerequisites None
Course IDBTFP
Discussion LeaderArthur Werner, Werner Rocca
CPE Credit8 Hours
Additional Information: Parking and lunch are provided on-site.
Fee: $250 - Society Member
$280 - Society Nonmember
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635 S. 14TH ST. SUITE 330
LINCOLN, NE 68508
(402) 476-8482
(800) 642-6178
(402) 476-8731