what cfp course is business valuation in

Full Answer

What does this four part Business Valuation course cover?

This four part course provides participants with the skills needed to do a basic business valuation. This course covers the main valuation techniques used by investment banks. In this first module we explore how to calculate various equity multiples, understand the drivers of equity multiples and value a business using equity multiples.

Why choose our business valuation certification courses?

Our business valuation certification courses give you the skills and confidence you need to take your career to the next level. The “Business Valuation Certificate” from the Corporate Finance Institute will set you apart in a competitive job market. Stand out with employers my mastering business valuation.

How many courses are in a typical CFP certification program?

The following seven courses may be found in a typical CFP certification program. This introductory course on the financial planning process provides an overview of the knowledge and skills needed to become a successful CFP.

What is a certified CFP and why should you get one?

CFP professionals are highly desired by employers and clients alike, and the certification is widely recognized by institutions and regulatory bodies. It signifies you use appropriate and sound planning strategies, skills, and solutions for complex financial situations, with the highest ethical standards of responsibility.

How many modules are in the CFP?

No matter which style best fits your needs, you'll master the 8 major domains covered on the CFP® exam through our 7-course curriculum.

What is a valuation professional?

A professional responsible for determining the economic value of a business or company.

What does CFP stand for?

Certified Financial PlannerWhat does CFP stand for? Certified Financial Planner.

How do you get a CFP in Florida?

CFP® Professional RequirementsComplete a CFP Board-registered education program. ... Sit for the CFP® exam. ... Hold or earn a bachelor's degree from an accredited university or college within five years of passing the CFP® exam. ... Demonstrate financial planning experience. ... Pass CFP Board's Candidate Fitness Standards.

What field is business valuation?

The valuation field offers a dynamic career at the intersection of finance and accounting. You'll work with leading companies making headlines and alongside the biggest names in wealth management and banking.

Is valuation a good career?

Valuation Job is one of the most exciting careers in the finance. Com, CPA, or MBA, is required to pursue a career in finance. Then one can choose from a variety of financial careers such as equity analyst, investment banking, asset management, risk management, corporate finance, and so on.

Which is better CFP or CIMA?

If a CIMA works with an individual it's typically someone of high net worth. They will specialize in issues of wealth management. When a CFP works with an individual it's typically on more ordinary issues of personal finance such as retirement advice or college savings.

Is CFA harder than CFP?

Overall, the CFP program is shorter and less-rigorous than the CFA program. If you think this could be the program for you, you can learn more about CFP certification requirements here.

Is CFP a professional degree?

Certified Financial Planner or CFP is a professional certification course offered at a duration of 6 months to 2-years. It imparts the knowledge in the field of Financial Planning and it is offered by the Financial Planning Standards Board (FPSB).

Does a CFP need a Series 7?

A CFP® who holds and maintains a Series 7 license is different than someone who doesn't. One obtains the Series 7 by passing a General Securities Representative Exam, which allows the individual to sell general investment products and securities on behalf of the financial firm they work for.

What is the pass rate for the CFP?

The CFP® exam is challenging...the overall pass rate in 2019 was just 62 percent. If you failed the exam, there are several things you can do to increase your chances of passing the next time. One helpful CFP® exam retake strategy that is often overlooked is taking time to reflect on why you were not successful.

How long does it take to study for CFP?

Professionals usually study for up to 1,000 hours to prepare for their CFP exam. Questions in the CFP exam cover five areas of finance, including but not limited to investment, retirement, estate planning, tax, and insurance, including sections on education planning for family members.

General Financial Planning Principles

This course introduces the financial planning process and the ethics of the profession. The focus is on establishing client relationships through interviews and financial data gathering, with subsequent analyzing to prepare a financial plan. Topic areas include college funding, debt management and the time value of money.

Insurance Planning

This course explores principles of risk management and various types of insurance including life, health, home, auto, umbrella liability and malpractice. Within the health area is disability and long-term care insurance. Annuities also are included, with their tax management and hybrid long-term care capabilities.

Investment Planning

This course provides an analysis of a variety of investment vehicles potentially included in clients’ portfolios. Beyond cash, cash equivalents, stocks, bonds, mutual funds and exchange-traded funds, the students learn about real estate, derivatives, commodities, futures, hedge funds and direct participation programs.

Income Tax Planning

This course covers the fundamentals of individual and business income taxation, plus tax-advantaged investments, alternative minimum tax, charitable and other deductions, tax traps, consequences of losing a spouse and disposition of property.

Retirement Planning

This course comprehensively reviews retirement planning, with emphasis on clients’ retirement savings and investing needs analysis, qualified and non-qualified retirement plan design, Social Security, Medicare and retirement plan distribution options.

Estate Planning

This course examines strategies and tools to manage clients’ estates. This includes federal estate and gift tax planning, with a variety of control features through wills and trusts. The concerns of the following individuals are included: heirs, fiduciaries, trusts, beneficiaries, donors and donees.

Financial Plan Development (Capstone Course)

This course draws on the material in the previous six courses. Students build and explain a strong financial planning plan utilizing a comprehensive case study to forge together the various relevant planning disciplines.

What is my CPE LLC?

MY-CPE LLC is approved by NASBA as a Continuing Professional Development (CPD) provider and has effectively met the standards set up by the NASBA. We are focused on providing quality continuing education to all Accredited in Business Valuation (ABV) with content that incorporates the most recent updates and industry principles. Our approved Continuing Professional Development courses are authored/reviewed by industry specialists and subject matter experts. Our wide variety of delivery methods (Live Webinars & Self Learning) allows you to take your Recertification Credits at your own pace. All our courses are designed in a way to ensure that courses meet your continuing education requirements as specified by the NASBA.

How many hours of continuing education is required for a CPD?

No. of Credits: 60 hours of continuing professional development (CPD) within the credential body of knowledge every 3 years along with 4 hours of professional ethics education every 3 years.

What is myCPE?

myCPE provides courses that are approved for continuing education credits by AICPA based on the guidelines issued by these boards regarding Continuing Education Requirements. We recommend the programs/ webinars to be suitable for ABV professionals specified in each webinar. However, it will be the responsibility of each attendee to ensure that they are eligible for the Continuing Professional Development Credits based on their occupation/ job profile, knowledge requirement as well as guidelines laid down by their regulatory board before registering for the webinars. CLICK HERE to visit the website link.

Feature Offering - CFP Live Instruction Bundle

Learn directly from Jason Watt with regularly scheduled webinars and full course material access.

Self-study or Instructor-led Training?

You are in control of your educational journey. Whether you choose self-study or Instructor-led training, you’re on the right path to certification.

Flexible Subscription & Flat-Fee Options

You are in charge of how you learn. Take advantage of our flexible subscription options or purchase courses individually for a flat fee. You can still choose between Self-Study and Instructor-led Training for flat-fee courses, just be sure to check the course title before purchasing.

Direct to QAFP

QAFP certification lets your employers and clients know you are an ethical professional with a broad knowledge of financial planning strategies, skills, and solutions. If you enjoy helping Canadians with their financial planning needs by providing advice, QAFP certification may be for you.

What is a CFP certification?

CFP certification programs are offered by universities for financial planning professionals who wish to earn their certification as a Certified Financial Planner. Please read on to learn more about the certification process and what topics are covered in these programs. View Schools.

What is the CFP exam?

In addition to completing the academic program, a CFP candidate must also hold a bachelor's degree, have three years of financial planning experience and pass the CFP certification exam. The exam covers several areas, including risk management, retirement planning, debt management and investment planning.

How long does it take to get a CFP?

Programs generally take 9 to 14 months to complete. The following seven courses may be found in a typical CFP certification program.

What is financial planning course?

This introductory course on the financial planning process provides an overview of the knowledge and skills needed to become a successful CFP. Topics include preparing a financial plan, regulations, running a financial planning business and understanding CFP ethical standards.

How long does it take to complete a certificate program?

These courses may be included in a certificate program, or they may be offered in a stand-alone program. Programs generally take 9 to 14 months to complete.

General Financial Planning Principles

• This course introduces the financial planning process and the ethics of the profession. The focus is on establishing client relationships through interviews and financial data gathering, with subsequent analyzing to prepare a financial plan. Topic areas include college funding, debt management and the time value of money. Dates: January 10–March 3,...

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Insurance Planning

Investment Planning

Income Tax Planning

Retirement Planning

Estate Planning

Financial Plan Development