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

American Institute of CPA's

Investment Data Gathering and Analysis

Get up-to-date on the latest standards, including accounting, auditing, preparation and review.

Available format

Online ( 2020 )

Product Description

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.

  • Assessment of Risk
  • Macro-Economic Variables
  • Financial Analysis

  • 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

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

$ 79.20



$ 79.20

Credit info

NASBA Field of Study Specialized Knowledge
Availability: 1 year
Level Intermediate
Advanced Prepration None
Delivery Method QAS Self-Study
Course acronym PFP-INV2
Prerequisites Basic knowledge of the areas of personal financial planning (PFP)