4141  |  On Demand  |  Intermediate  |  Self-Study

Investment Data Gathering and Analysis

Friday, May 1, 2020 - Friday, April 30, 2021

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Narrated by Tom Tillery, this self-study course illustrates how the client's attitude toward their financial goals and investment risk directs the personal financial planner in the creation of the investment plan. Updated for the Tax Cuts and Jobs Act of 2017, this three-part course covers:

Assessment of risk Determining and prioritizing goals Gathering client information Macroeconomic variables Performing financial analysis This course will also review the time value of money techniques applicable to the financial analysis of an investment portfolio, as well as the use of a financial calculator.


Recall the elements of SMART goal planning. Identify the methods for assessing a client's risk. Calculate the inflation rate based on the Consumer Price Index. Distinguish between the types of economic indicators . Calculate an inflation-adjusted return. Identify the nominal rate of return. Determine the appropriate application of the time value of money functions.


  • Thomas Tillery (view bio)
  • Susan Tillery

Designed For

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.


Assessment of Risk Macro-Economic Variables Financial Analysis

Your Price: $99.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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Thomas Tillery

Thomas Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council.

Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs.

Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).

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