This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.


Investment Data Gathering and Analysis Logo aicpa

  Free |   AICPA |   Oct 2019 |   Specialized Knowledge and Applications |   AICPA Store
Who Will Benefit?
  • CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.
Key Topics
  • Assessment of Risk
  • Macro-Economic Variables
  • Financial Analysis
Learning Objectives
  • Recall the elements of SMART goal planning.
  • Identify the methods for assessing a client's risk.
  • Calculate the inflation rate based on the Consumer Price Index.
  • Distinguish between the types of economic indicators.
  • Calculate an inflation-adjusted return.
  • Identify the nominal rate of return.
  • Determine the appropriate application of the time value of money functions.
How will this product help you with the work on your desk?
  • Any financial analysis of an investment portfolio requires a good old fashioned "investment" of time with a financial calculator.
  • This course will help you to be more adept at using a financial calculator and have a solid understanding of the concepts of the time value of money.

This CPE course can be purchased individually or as part of the Investment Planning Certificate Program

Narrated by Tom Tillery, this self-study course illustrates how the client's attitude toward their financial goals and investment risk directs the personal financial planner in the creation of the investment plan. Updated for the Tax Cuts and Jobs Act of 2017, this three-part course covers:

  • Assessment of risk
  • Determining and prioritizing goals
  • Gathering client information
  • Macroeconomic variables
  • Performing financial analysis

This course will also 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.

Enhanced On-Demand Format

This on-demand format utilizes a slide deck format, enhanced with narration and interactive exercises that are designed to increase the level of engagement and hands-on application. Drag and drop exercises, case studies, and interactive diagrams are some examples of the interactive exercises that are used to supplement traditional instruction in this learning experience.

Topics covered:
  • Management accounting: Technical: Management reporting & analysis: Financial analysis, Intermediate
  • Tax: Technical: Individual income taxation : Specialized issues, Intermediate
  • Personal financial planning: Technical: Investment planning, Intermediate
  • Management accounting: Digital skills: Data analytics, Intermediate