Related issues include irrevocable life insurance trusts, estate liquidity, and life insurance as an employee benefit. Real-world case studies are integrated into the course to bridge the gap between technical knowledge and a variety of client circumstances. This course provides the personal financial planner with the tools and techniques necessary to ensure diversification. Time is spent learning to manage client expectations, design a portfolio, implement a strategy, and report results. Software is provided for determining portfolio allocation.
Students use technology for making optimal allocation decisions.
Back to Top PP 702 MPFP Practice and Procedure Deals with the many practice management requirements of being a Master Personal Financial Planner. Topics include IRS audit practices, office automation, use of investment custodians, and registration with the Securities and Exchange Commission. Personal financial planning forms and checklists are thoroughly reviewed. Marketing of services is emphasized. Consideration is given to working with the full team of attorneys and others in advising about revocable and irrevocable trusts, health-care proxies, college financing techniques, and planning for the unique problems of special client circumstances.