Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®

American Institute of CPA's

    Credit Info
  • NASBA Field of Study

    Specialized Knowledge

  • Format

    1 year

  • Level


  • CPE Credit


  • Course acronym


  • Prerequisites

    Basic knowledge of the areas of personal financial planning (PFP)

  • Course duration

Investment Data Gathering and Analysis

SKU: PFPINV_17B_1 Category:
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.
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Topics discussed

  • 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

Who will it benefit?

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.