Formal Financial Planning Topics
If you are looking for an answer to a specific financial planning question, just look for the appropriate sections and study what’s helpful to you. If you are a financial planning practitioner, you need all of this information, so just start at the beginning and work your way through.
The fundamentals of financial statements, cash management, financing strategies, financial institutions, economic concepts and business law.
Details on designing an educational plan, calculating a financial needs analysis, using the tax code to subsidize your education and creative educational hacks.
Income tax history and law, tax formulas and calculations, credits and deductions, business entities, tax doctrine, and various tax planning strategies.
Principles and concepts of risk and insurance, life insurance, disability insurance, long-term care insurance, health insurance, P&C insurance, etc.
Stock options, deferred compensation programs, retirement plans, income tax doctrine and other employee benefit programs and plans.
Types and strategies of investments, theory of investing, portfolio analysis, asset allocation and portfolio diversification models, asset pricing models.
Financial analyses, Social Security planning, types and provisions of retirement plans, distribution rules and strategies, taxation of retirement assets.
Theory of charity and philanthropy, non-for-profit entities, charitable mission and purpose, board participation, charitable tax planning and giving techniques.