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Latest episodes from HS 319 Video: HS 319 Applications In Financial Planning II

11-4 Identify the six steps of the financial planning process and describe how each step supplements the steps of the retirement income planning process.

Play Episode Listen Later Sep 30, 2014 3:40


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11-2 Describe Step 8 of the retirement income planning process—Consider Risks that Could Derail the Retirement Income Plan.

Play Episode Listen Later Sep 30, 2014 5:07


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11-1 Identify federal income tax, pension and legal issues that are considered in Step 7 of the retirement income planning process.

Play Episode Listen Later Sep 30, 2014 7:34


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11-3 Describe Step 9 of the retirement income planning process—Convert Retirement Assets into Retirement Income.

Play Episode Listen Later Sep 30, 2014 3:54


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10-7 Describe Step 5 of the retirement income planning process — Calculate How Financially Prepared the Client Is for Retirement.

Play Episode Listen Later Sep 30, 2014 5:43


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10-8 Describe Step 6 of the retirement income planning process—Develop Strategies to Address a Retirement Income Shortfall.

Play Episode Listen Later Sep 30, 2014 3:52


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10-6 Describe Step 4 of the retirement income planning process — Identify Sources of Income and Assets Available to Generate Retirement Income.

Play Episode Listen Later Sep 30, 2014 4:27


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10-5 Describe the two predominant methods through which a financial services professional estimates retirement income needs in Step 3 of the retirement planning process.

Play Episode Listen Later Sep 30, 2014 3:19


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10-4 Understand how risk tolerance is defined specifically for purposes of designing a retirement income plan and contrast with accumulation risk tolerance.

Play Episode Listen Later Sep 30, 2014 3:37


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10-2 Describe the key objectives of Step 1 of the retirement income planning process—Evaluation of the Client’s Current Personal and Financial Statement.

Play Episode Listen Later Sep 30, 2014 4:51


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10-1 Distinguish between “retirement planning” and “retirement income planning” and identify the objectives of each.

Play Episode Listen Later Sep 30, 2014 3:46


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10-3 Describe the key objectives of Step 2 of the retirement income planning process — Identify and Prioritize the Retirement Goals.

Play Episode Listen Later Sep 30, 2014 3:32


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8-3 Distinguish between the prevalent biases and heuristics affecting individual investors, advisors and professional investors.

Play Episode Listen Later Sep 30, 2014 18:37


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8-2 Explain the concepts of behavioral/psychological biases and heuristics.

Play Episode Listen Later Sep 30, 2014 2:00


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7-4 Describe the theories and concepts that distinguish between rational and behavioral finance as applied to the individual investor.

Play Episode Listen Later Sep 30, 2014 6:05


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7-3 Identify the core concepts that comprise rational financial decision making.

Play Episode Listen Later Sep 30, 2014 6:32


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7-5 Explain the criticisms of behavioral finance as a legitimate field of study.

Play Episode Listen Later Sep 30, 2014 0:55


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2-7 Explain the computation process for determining taxable gifts and gift tax payable.

Play Episode Listen Later Sep 30, 2014 5:18


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8-1 Describe why understanding the concepts of behavioral finance are important for financial advisors.

Play Episode Listen Later Sep 30, 2014 5:00


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2-6 Determine whether a gift has been made in various situations for gift tax purposes and identify the individuals involved in the transfers.

Play Episode Listen Later Sep 30, 2014 7:26


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2-5 Ascertain and explain whether a transfer qualifies for the gift tax charitable deduction.

Play Episode Listen Later Sep 30, 2014 3:36


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2-3 Determine whether a gift to a minor will qualify for the annual exclusion in several hypothetical situations.

Play Episode Listen Later Sep 30, 2014 11:41


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2-4 Ascertain and explain whether a transfer qualifies for the unlimited marital deduction in various hypothetical situations.

Play Episode Listen Later Sep 30, 2014 10:54


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2-1 Ascertain if a completed gift has been made.

Play Episode Listen Later Sep 30, 2014 5:07


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2-2 Determine whether a donor is entitled to claim an annual exclusion.

Play Episode Listen Later Sep 30, 2014 5:50


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5-3 Identify the five-step decision-making model.

Play Episode Listen Later Sep 26, 2014 3:25


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8-5 Identify pension and retirement product participant behavior.

Play Episode Listen Later Sep 26, 2014 3:23


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5-4 Understand the professional principles that should govern the behavior of financial professionals.

Play Episode Listen Later Sep 26, 2014 1:21


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7-1 Identify the core concepts of traditional rational finance and economics at the market level.

Play Episode Listen Later Sep 26, 2014 3:26


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8-4 Explain governmental policy obligations, opportunities and obstacles.

Play Episode Listen Later Sep 26, 2014 3:25


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7-2 Distinguish between traditional and behavioral finance as applied to markets.

Play Episode Listen Later Sep 26, 2014 1:57


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5-2 Identify the reasons why ethical behavior is important in the financial services industry.

Play Episode Listen Later Sep 25, 2014 1:35


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5-5 Understand the professional virtues that should govern the behavior of financial professionals.

Play Episode Listen Later Sep 25, 2014 1:23


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5-1 Understand the difference between ethics and compliance.

Play Episode Listen Later Sep 25, 2014 2:44


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1-8 Describe the tax consequences of certain transfers, and ascertain whether they are subject to the GSTT.

Play Episode Listen Later Sep 24, 2014 7:12


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1-1 List in order the five major stages in the federal estate tax computational process.

Play Episode Listen Later Sep 24, 2014 3:16


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1-7 Identify the three generation-skipping taxable events.

Play Episode Listen Later Sep 24, 2014 3:25


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1-5 Explain the payment of estate tax process.

Play Episode Listen Later Sep 24, 2014 4:48


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1-6 Explain the purpose of the tax on generation-skipping transfers, and summarize how the tax functions.

Play Episode Listen Later Sep 24, 2014 1:31


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1-2 Identify and describe the various Internal Revenue Code sections that cause inclusion of property in a decedent's gross estate.

Play Episode Listen Later Sep 24, 2014 19:54


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1-3 Explain how the taxable estate amount is determined in the estate tax computation process.

Play Episode Listen Later Sep 24, 2014 6:21


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1-4 Describe what credits may be used to reduce the amount of federal estate tax that must actually be paid.

Play Episode Listen Later Sep 24, 2014 5:33


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