How To Conduct A Financial Needs Analysis From Debt To Wealth 1 Credit
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Mar 01, 2024 | 10:00 AM
ET
Many producers conduct fact finders or financial needs analyses as they meet new consumers – but do they conduct them well?
Financial analysis is meant to review substantial debt and equity ratios and become the epitome of financial improvement. The concept here is to implement strategies that enable you to become a trusting financial specialist so that clients do not withhold information to help you produce the best plan possible.
A qualified financial planner carries out a needs analysis to determine the current state of your finances and your future financial needs. A needs analysis ensures that you are not sold any particular financial product without an overall assessment of your finances and existing financial position. For example, in the past, a salesperson would have been able to sell you a life insurance policy without assessing your affordability and existing policies. The legislation now requires financial service providers to do a financial need analysis for every client. In this CE finance webinar, the benefit to the client is that after a needs analysis, you will have a holistic view of your finances and will be able to make an informed decision.
In this CPE webinar speaker, Drew Stevens will explain how to conduct a financial needs analysis from debt to wealth.
Major topics covered in this course:
You might be interested in the Certification course on Financial Data Analytics
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Valid upto : Oct 24, 2025
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Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
I rate this course for application to a wide-ranging audience. For CPA's I would not recommend this presentation. The course is best suited for those in insurance, banking, stock brokerage, and personal budgeting consultation. The speaker was excellent in development of thought and delivery. The topic was not at a level that would warrant a CPA's investment of time.
EM
Once again, this instructor makes the webinar real. His approach to passing information on is top-notch in my opinion. I look forward to future webinars with him
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