Finance CPE Courses on Financial Needs Analysis

Welcome to myCPE

First Name

Last Name

Organization Name

Work Email Address

12 Months

$199 $499/User

Get 60% Off

24 Months

$359 $999 /User

Get 64% Off

36 Months

$499 $1499 /User

Get 67% Off

Number of Seats

Promo Code

Proceed to Pay

Name

John Smith

johnsmith@yahoo.com

Subscription

1 Year

Total Payment:

$597 for 3 Seats

Verification Code from Email

Card No.

Card Holder Name

Expiry Date

CVV

Address

By signing up, I accept the myCPE Terms and Conditions and Privacy Notice

Guaranteed safe & secure checkout

Pay $199

How To Conduct A Financial Needs Analysis From Debt To Wealth

Learning Objectives

To analyze how to implement an introductory plan to help establish trust and rapport.
To create and implement a plan based on objectives as well as measurements of success.
To discover the client’s unplanned and planned income and expenses.
To analyze how to conduct a financial needs analysis from debt to wealth.

Course Description

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:

What is A Financial Analysis
How Does Analysis Help The Client
Questions A Client Should Answer
Easy Methods for Income
Easy Methods for Assets and Liabilities

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Finance for CPA in Canada
1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
1 PL Credit of Finance for Chartered Financial Analyst (CFA)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
1 CPD Credit for Chartered Accountant - ICAEW
1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
1 CE Credit of Financial Planning for Financial Services Certified Professional (FSCP)
1 CE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)
1 CE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
1 CPD Credit for Chartered Accountants - Scotland
1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for CPA - Ireland
1 PL Credit of Finance for CIPM
1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1 CE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)
1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

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.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.3

Excellent

Very Good

Average

Poor

Terrible

Owen Mccafferty, CPA (US)

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.

Marissa Roh, CPA (US), Others

I thought the content was excellent and the presenter did a great job of being engaging and giving valuable information we can use with future clients.

Julian Conner, IA LPA

Very interesting to learn that financial planning is really a holistic look at a persons finances.

Kathryn Astbury, CPA (US)

Interesting presentation on all of the financial information to gather for a complete analysis.

Dan Gibson, CPA (US), EA

Well done presentation.

1 Credit

Add to Watchlist

Subject Area

Finance

Completed

This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available

Didn’t received verification email? Resend Email

Live Webinars

On Demand Webinars

Virtual Conferences

Specialized Packages

Advanced Certification Programs

myCPE Shorts Trending

Preparer Course

Practical Training Courses

U.S. Business Tax Preparer Course

Exam Prep Course

EA Exam Prep Course

Teams Subscription (Per User)

Individual Subscription

Contact Sales Team

646-688-2884

inquiry@my-cpe.com

Schedule a Call

Flat $300 Off

Flat $640 Off

Flat $1000 Off

6 Million+

100K+

"Steven was knowledgeable and thorough…”

Crystal lovejoy

"Great Customer Service”

Lori corry

"It is what it advertised to be”

Brian Carey

"Great customer service”

Steve

Get 60% Off

Get 64% Off

Get 67% Off

Verification Code

How To Conduct A Financial Needs Analysis From Debt To Wealth

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Drew Stevens

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.3

Owen Mccafferty, CPA (US)

Marissa Roh, CPA (US), Others

Julian Conner, IA LPA

Kathryn Astbury, CPA (US)

Dan Gibson, CPA (US), EA

Subject Area

Recommended Webinars

Managing Retirement Plans in Mergers & Acquisitions: Strategies for Buyers and Sellers

Unlocking Financial Wellness: Longevity Planning for a Prosperous Retirement

Crafting Investment Narratives: Mastering Cashflow and Returns Calculation