HS 333 Video: Personal Financial Planning: Comprehensive Case Analysis

HS 333 Video: Personal Financial Planning: Comprehensive Case Analysis

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American College

  • May 4, 2012 LATEST EPISODE
  • infrequent NEW EPISODES
  • 5m AVG DURATION
  • 30 EPISODES


Latest episodes from HS 333 Video: Personal Financial Planning: Comprehensive Case Analysis

2015 Comprehensive Case: 02 - Meet the Planner: Goals and Objectives

Play Episode Listen Later May 4, 2012 12:07


2015 Comprehensive Case: 01 - Kevin and Christine Introduction

Play Episode Listen Later Mar 23, 2012 7:20


2015 Comprehensive Case: 03 - Data Gathering and Detailed Goals

Play Episode Listen Later Mar 23, 2012 31:17


2015 Comprehensive Case: 04 - Kevin and Christine Make a Decision

Play Episode Listen Later Mar 23, 2012 8:44


2015 Comprehensive Case: 05 - Kevin Followup

Play Episode Listen Later Mar 23, 2012 7:07


2015 Comprehensive Case: 06 - Christine Followup

Play Episode Listen Later Mar 23, 2012 5:06


2015 Comprehensive Case: 07 - Case Study Conslusion

Play Episode Listen Later Mar 23, 2012 1:27


Overview: 0 - Class Introduction

Play Episode Listen Later Mar 22, 2012 2:10


Overview: 00 - The Final Exam

Play Episode Listen Later Mar 22, 2012 2:55


Middle-Aged Client: 01 - Planning for the Middle-aged Client

Play Episode Listen Later Jan 3, 2012 2:52


Middle-Aged Client: 02 - Documents Needed for Middle-age

Play Episode Listen Later Jan 3, 2012 7:44


Younger Client: 03 - Young Couples Time Value of Money

Play Episode Listen Later Jan 3, 2012 0:51


Life-Cycle Process/Younger Client: 01 - Young Couples Early Career

Play Episode Listen Later Jan 3, 2012 7:13


Life-Cycle Process/Younger Client: 02 - Young Couples Career Development

Play Episode Listen Later Jan 3, 2012 6:32


Life-Cycle Process: 03 - Pre-retirement Phase

Play Episode Listen Later Jan 3, 2012 4:48


Life-Cycle Process: 04 - Peek Accumulation

Play Episode Listen Later Jan 3, 2012 6:24


Overview: 01 - CFP Topic List

Play Episode Listen Later Jan 3, 2012 3:25


Overview: 02 - Three Approaches

Play Episode Listen Later Jan 3, 2012 2:15


Overview: 03 - Financial Planning Software

Play Episode Listen Later Jan 3, 2012 3:35


Overview: 04 - Prospecting

Play Episode Listen Later Jan 3, 2012 5:52


Overview: 05 - Steps in Planning

Play Episode Listen Later Jan 3, 2012 5:51


Overview: 06 - Life Cycle Planning

Play Episode Listen Later Jan 3, 2012 4:38


Overview: 07 - Planning Partners

Play Episode Listen Later Jan 3, 2012 2:48


Overview: 08 - Ethics

Play Episode Listen Later Jan 3, 2012 5:20


Overview: 09 - Tax Authority

Play Episode Listen Later Jan 3, 2012 2:09


Overview: 10 - Audit

Play Episode Listen Later Jan 3, 2012 2:33


Required Video: 01 - Living a Life of Significance

Play Episode Listen Later Sep 8, 2011 6:05


Joe Jordan, author of the “Living a Life of Significance” discusses the human side of life insurance.

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Required Video: 02 - Fiduciary Responsibility in Retirement Planning

Play Episode Listen Later Mar 4, 2011 7:50


Professor Craig Lemoine speaks with Jeffrey DeLone, a Financial Advisor with the DeLone Financial Group, about fiduciary responsibility when planning for a client’s retirement, and recent problems stemming from financial advisors not fulfilling their fiduciary role.

cfp financial advisor fiduciary responsibility financial engineering
Required Video: 03 - Compensation Conflicts – Plan Monitoring

Play Episode Listen Later Jan 7, 2011 4:55


Professors Craig Lemoine and Julie Ragatz discuss the different conflicts when it comes to compensation as an advisor monitors the plan created for their client.

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Required Video: 04 - Put Me in Coach, I'm Ready to Plan

Play Episode Listen Later Jan 7, 2011 5:39


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