TV & Film

HS 300 Audio: Financial Planning: Process and Environment

American College

Episodes

300 01-01 Define Financial Planning
00:01:17
2017-10-04 01:29:32 UTC 00:01:17
300 01-01 Define Financial Planning

300 01-02 Establish the Relationship
00:00:49
2017-10-04 01:29:32 UTC 00:00:49
300 01-02 Establish the Relationship

300 01-03 Gather Data
00:02:18
2017-10-04 01:29:32 UTC 00:02:18
300 01-03 Gather Data

300 01-04 Analyze Data
00:01:57
2017-10-04 01:29:32 UTC 00:01:57
300 01-04 Analyze Data

300 01-05 Develop Recommendations
00:01:55
2017-10-04 01:29:32 UTC 00:01:55
300 01-05 Develop Recommendations

300 01-06 Communicate Recommendations
00:01:47
2017-10-04 01:29:32 UTC 00:01:47
300 01-06 Communicate Recommendations

300 01-07 Implement Recommendations
00:02:13
2017-10-04 01:29:32 UTC 00:02:13
300 01-07 Implement Recommendations

300 01-08 Monitor Plan
00:02:06
2017-10-04 01:29:32 UTC 00:02:06
300 01-08 Monitor Plan

300 01-09 Practice Professionally
00:01:52
2017-10-04 01:29:32 UTC 00:01:52
300 01-09 Practice Professionally

300 01-10 Three Styles of Financial Planning
00:03:15
2017-10-04 01:29:32 UTC 00:03:15
300 01-10 Three Styles of Financial Planning

300 01-11 Life Cycle Planning Early Career
00:02:34
2017-10-04 01:29:32 UTC 00:02:34
300 01-11 Life Cycle Planning Early Career

300 01-12 Career Development
00:02:24
2017-10-04 01:29:32 UTC 00:02:24
300 01-12 Career Development

300 01-13 Peak Accumulation
00:02:17
2017-10-04 01:29:32 UTC 00:02:17
300 01-13 Peak Accumulation

300 01-14 Pre-Retirement and Retirement
00:02:38
2017-10-04 01:29:32 UTC 00:02:38
300 01-14 Pre-Retirement and Retirement

300 01-15 Financial Planning Topics CFP Board Intro
00:02:00
2017-10-04 01:29:32 UTC 00:02:00
300 01-15 Financial Planning Topics CFP Board Intro

300 01-16 Financial Planning Pyramid
00:02:43
2017-10-04 01:29:32 UTC 00:02:43
300 01-16 Financial Planning Pyramid

300 01-17 Begin Financial Planning
00:01:54
2017-10-04 01:29:32 UTC 00:01:54
300 01-17 Begin Financial Planning

300 01-18 Obstacles to Planning
00:04:23
2017-10-04 01:29:32 UTC 00:04:23
300 01-18 Obstacles to Planning

300 02-01 Importance of Communicating Effectively
00:02:25
2017-10-04 01:29:32 UTC 00:02:25
300 02-01 Importance of Communicating Effectively

300 02-02 Types of Structured Communication
00:06:18
2017-10-04 01:29:32 UTC 00:06:18
300 02-02 Types of Structured Communication

300 02-03 The Importance of Structured Communication
00:03:18
2017-10-04 01:29:32 UTC 00:03:18
300 02-03 The Importance of Structured Communication

300 02-04 Attributes to Communication
00:07:55
2017-10-04 01:29:32 UTC 00:07:55
300 02-04 Attributes to Communication

300 02-05 Basic Communication Principles
00:04:17
2017-10-04 01:29:32 UTC 00:04:17
300 02-05 Basic Communication Principles

300 02-06 Attending and Listening Skills
00:04:47
2017-10-04 01:29:32 UTC 00:04:47
300 02-06 Attending and Listening Skills

300 02-07 Poor Questions and Alternatives
00:03:22
2017-10-04 01:29:32 UTC 00:03:22
300 02-07 Poor Questions and Alternatives

300 03-01 Describe the Role of Ethics and Society
00:02:21
2017-10-04 01:29:32 UTC 00:02:21
300 03-01 Describe the Role of Ethics and Society

300 03-02 Describe Relationship Between Law and Ethics
00:02:32
2017-10-04 01:29:32 UTC 00:02:32
300 03-02 Describe Relationship Between Law and Ethics

300 03-03 Ethical Codes for Advisors
00:03:42
2017-10-04 01:29:32 UTC 00:03:42
300 03-03 Ethical Codes for Advisors

300 03-04 The American College Code of Ethics
00:03:25
2017-10-04 01:29:32 UTC 00:03:25
300 03-04 The American College Code of Ethics

300 03-05 CFP Governance
00:02:24
2017-10-04 01:29:32 UTC 00:02:24
300 03-05 CFP Governance

300 03-06 CFPBoard COEPR- Integrity Discussion
00:02:50
2017-10-04 01:29:32 UTC 00:02:50
300 03-06 CFPBoard COEPR- Integrity Discussion

300 03-07 CFPBoard COEPR- Objectivity Discussion
00:03:12
2017-10-04 01:29:32 UTC 00:03:12
300 03-07 CFPBoard COEPR- Objectivity Discussion

300 03-08 CFPBoard COEPR- Competence Discussion
00:03:05
2017-10-04 01:29:32 UTC 00:03:05
300 03-08 CFPBoard COEPR- Competence Discussion

300 03-09 CFPBoard COEPR- Fairness Discussion
00:04:34
2017-10-04 01:29:32 UTC 00:04:34
300 03-09 CFPBoard COEPR- Fairness Discussion

300 03-10 CFPBoard COEPR- Confidentiality Discussion
00:04:11
2017-10-04 01:29:32 UTC 00:04:11
300 03-10 CFPBoard COEPR- Confidentiality Discussion

300 03-11 CFPBoard COEPR- Professionalism Discussion
00:03:16
2017-10-04 01:29:32 UTC 00:03:16
300 03-11 CFPBoard COEPR- Professionalism Discussion

300 03-12 CFPBoard COEPR- Diligence Discussion
00:03:29
2017-10-04 01:29:32 UTC 00:03:29
300 03-12 CFPBoard COEPR- Diligence Discussion

300 03-13 Is A CFP Professional a Fiduciary
00:01:46
2017-10-04 01:29:32 UTC 00:01:46
300 03-13 Is A CFP Professional a Fiduciary

300 03-14 What Has To Be In Writing
00:02:27
2017-10-04 01:29:32 UTC 00:02:27
300 03-14 What Has To Be In Writing

300 03-15 Commonly Tested Rules of the CFP Exam
00:03:21
2017-10-04 01:29:32 UTC 00:03:21
300 03-15 Commonly Tested Rules of the CFP Exam

300 03-16 CFP Board Practice Standards Discussion
00:04:05
2017-10-04 01:29:32 UTC 00:04:05
300 03-16 CFP Board Practice Standards Discussion

300 03-17 CFP Board Disciplinary Rules and Procedures Discussion
00:03:22
2017-10-04 01:29:32 UTC 00:03:22
300 03-17 CFP Board Disciplinary Rules and Procedures Discussion

300 03-18 CFP Board Fitness Standards Discussion
00:03:15
2017-10-04 01:29:32 UTC 00:03:15
300 03-18 CFP Board Fitness Standards Discussion

300 03-19 CFP Board Defining a Professional Discussion
00:05:26
2017-10-04 01:29:32 UTC 00:05:26
300 03-19 CFP Board Defining a Professional Discussion

300 04-01 Concept 1-The Relatables
00:02:08
2017-10-04 01:29:32 UTC 00:02:08
300 04-01 Concept 1-The Relatables

300 04-02 Concept 2-Building a Balance Sheet
00:04:14
2017-10-04 01:29:32 UTC 00:04:14
300 04-02 Concept 2-Building a Balance Sheet

300 04-03 Concept 3-The Cash Flow Statement
00:05:37
2017-10-04 01:29:32 UTC 00:05:37
300 04-03 Concept 3-The Cash Flow Statement

300 04-04 Concept 4-An Educated Decision
00:02:15
2017-10-04 01:29:32 UTC 00:02:15
300 04-04 Concept 4-An Educated Decision

300 05-01 Introduction - Understanding Cash Flows
00:01:26
2017-10-04 01:29:32 UTC 00:01:26
300 05-01 Introduction - Understanding Cash Flows

300 05-02 Drawing a Timeline
00:01:45
2017-10-04 01:29:32 UTC 00:01:45
300 05-02 Drawing a Timeline

300 05-03 Payments Beginning or End
00:01:11
2017-10-04 01:29:32 UTC 00:01:11
300 05-03 Payments Beginning or End

300 05-04 Calculator Skills Annual Payment
00:01:21
2017-10-04 01:29:32 UTC 00:01:21
300 05-04 Calculator Skills Annual Payment

300 05-05 Calculator Skills Four Decimals
00:00:47
2017-10-04 01:29:32 UTC 00:00:47
300 05-05 Calculator Skills Four Decimals

300 05-06 Calculator Skills End Mode
00:01:08
2017-10-04 01:29:32 UTC 00:01:08
300 05-06 Calculator Skills End Mode

300 05-07 Calculator Skills Clear All
00:00:50
2017-10-04 01:29:32 UTC 00:00:50
300 05-07 Calculator Skills Clear All

300 05-08 Future Value of a Single Sum
00:01:07
2017-10-04 01:29:32 UTC 00:01:07
300 05-08 Future Value of a Single Sum

300 05-09 Solving for Number of Periods
00:01:13
2017-10-04 01:29:32 UTC 00:01:13
300 05-09 Solving for Number of Periods

300 05-10 Present Value of an Ordinary Annuity 1
00:02:16
2017-10-04 01:29:32 UTC 00:02:16
300 05-10 Present Value of an Ordinary Annuity 1

300 05-11 Present Value of Future Sum
00:01:12
2017-10-04 01:29:32 UTC 00:01:12
300 05-11 Present Value of Future Sum

300 05-12 Solving for Interest Rate with Annuity Due
00:01:32
2017-10-04 01:29:32 UTC 00:01:32
300 05-12 Solving for Interest Rate with Annuity Due

300 05-13 Present Value of an Ordinary Annuity 2
00:01:37
2017-10-04 01:29:32 UTC 00:01:37
300 05-13 Present Value of an Ordinary Annuity 2

300 05-14 Future Value of an Annuity Due 1
00:01:18
2017-10-04 01:29:32 UTC 00:01:18
300 05-14 Future Value of an Annuity Due 1

300 05-15 Solving for Payment - Ordinary Annuity
00:01:36
2017-10-04 01:29:32 UTC 00:01:36
300 05-15 Solving for Payment - Ordinary Annuity

300 05-16 Future Value of Ordinary Annuity Payments
00:01:13
2017-10-04 01:29:32 UTC 00:01:13
300 05-16 Future Value of Ordinary Annuity Payments

300 05-17 Effective Annual Interest Rate
00:01:30
2017-10-04 01:29:32 UTC 00:01:30
300 05-17 Effective Annual Interest Rate

300 05-18 Find Monthly Payments
00:03:01
2017-10-04 01:29:32 UTC 00:03:01
300 05-18 Find Monthly Payments

300 05-19 Future Value of an Annuity Due 2
00:02:07
2017-10-04 01:29:32 UTC 00:02:07
300 05-19 Future Value of an Annuity Due 2

300 06-01 Future Value of an Ordinary Annuity
00:01:51
2017-10-04 01:29:32 UTC 00:01:51
300 06-01 Future Value of an Ordinary Annuity

300 06-02 Find Effective Interest Rate - Compounding Daily
00:01:50
2017-10-04 01:29:32 UTC 00:01:50
300 06-02 Find Effective Interest Rate - Compounding Daily

300 06-03 Net Present Value - Uneven Cash Flows 1
00:03:43
2017-10-04 01:29:32 UTC 00:03:43
300 06-03 Net Present Value - Uneven Cash Flows 1

300 06-04 Net Present Value - Uneven Cash Flows 2
00:03:20
2017-10-04 01:29:32 UTC 00:03:20
300 06-04 Net Present Value - Uneven Cash Flows 2

300 06-05 Internal Rate of Return - Cash Flows
00:02:08
2017-10-04 01:29:32 UTC 00:02:08
300 06-05 Internal Rate of Return - Cash Flows

300 06-06 Present Value of a Future Sum - Semiannual discounting
00:02:25
2017-10-04 01:29:32 UTC 00:02:25
300 06-06 Present Value of a Future Sum - Semiannual discounting

300 06-07 Future Value of Uneven Cash Flows
00:04:44
2017-10-04 01:29:32 UTC 00:04:44
300 06-07 Future Value of Uneven Cash Flows

300 06-08 Present Value of an Increasing Annuity Stream
00:03:46
2017-10-04 01:29:32 UTC 00:03:46
300 06-08 Present Value of an Increasing Annuity Stream

300 06-09 Future Value of a Lump Sum - Weekly
00:02:24
2017-10-04 01:29:32 UTC 00:02:24
300 06-09 Future Value of a Lump Sum - Weekly

300 06-10 Yield to Maturity of an Annual Bond
00:01:42
2017-10-04 01:29:32 UTC 00:01:42
300 06-10 Yield to Maturity of an Annual Bond

300 06-11 Price of a Semi-Annual Bond
00:03:16
2017-10-04 01:29:32 UTC 00:03:16
300 06-11 Price of a Semi-Annual Bond

300 07-01 Identify Requirements Saving for College
00:02:43
2017-10-04 01:29:32 UTC 00:02:43
300 07-01 Identify Requirements Saving for College

300 07-02 Process and Resources of Saving for College - Part 1 Process
00:04:00
2017-10-04 01:29:32 UTC 00:04:00
300 07-02 Process and Resources of Saving for College - Part 1 Process

300 07-03 Process and Resources - P2 Present Value Calculation
00:03:36
2017-10-04 01:29:32 UTC 00:03:36
300 07-03 Process and Resources - P2 Present Value Calculation

300 07-04 Process and Resources - P3 Find Monthly Payments
00:03:51
2017-10-04 01:29:32 UTC 00:03:51
300 07-04 Process and Resources - P3 Find Monthly Payments

300 07-05 Process and Resources - P4 Dividing Payment Between Buckets
00:01:50
2017-10-04 01:29:32 UTC 00:01:50
300 07-05 Process and Resources - P4 Dividing Payment Between Buckets

300 07-06 Process and Resources - P5 Life Insurance Amount
00:03:23
2017-10-04 01:29:32 UTC 00:03:23
300 07-06 Process and Resources - P5 Life Insurance Amount

300 07-07 Process and Resources - P6 Methods
00:09:14
2017-10-04 01:29:32 UTC 00:09:14
300 07-07 Process and Resources - P6 Methods

300 07-08 Tax Deductions Tax Credits and Penalty Waivers P1
00:03:54
2017-10-04 01:29:32 UTC 00:03:54
300 07-08 Tax Deductions Tax Credits and Penalty Waivers P1

300 07-09 Tax Deductions Tax Credits and Penalty Waivers P2
00:06:13
2017-10-04 01:29:32 UTC 00:06:13
300 07-09 Tax Deductions Tax Credits and Penalty Waivers P2

300 07-10 Explain Financial Aid P1 FA Calculation
00:05:49
2017-10-04 01:29:32 UTC 00:05:49
300 07-10 Explain Financial Aid P1 FA Calculation

300 07-11 Explain Financial Aid P2 Methods
00:05:40
2017-10-04 01:29:32 UTC 00:05:40
300 07-11 Explain Financial Aid P2 Methods

300 07-12 Discuss Student Loan and Payment Strategies P1 Income Based Notes
00:05:06
2017-10-04 01:29:32 UTC 00:05:06
300 07-12 Discuss Student Loan and Payment Strategies P1 Income Based Notes

300 07-13 Discuss Student Loan and Payment Strategies P1 Repayment Plans
00:02:55
2017-10-04 01:29:32 UTC 00:02:55
300 07-13 Discuss Student Loan and Payment Strategies P1 Repayment Plans

300 07-14 Discuss Student Loan and Payment Strategies P2 Forgiveness and Terminology
00:04:24
2017-10-04 01:29:32 UTC 00:04:24
300 07-14 Discuss Student Loan and Payment Strategies P2 Forgiveness and Terminology

300 08-01 Emergency Fund Planning
00:02:14
2017-10-04 01:29:32 UTC 00:02:14
300 08-01 Emergency Fund Planning

300 08-02 Types of Investments for Funding Emergencies
00:04:37
2017-10-04 01:29:32 UTC 00:04:37
300 08-02 Types of Investments for Funding Emergencies

300 08-03 Types of Household Debt
00:04:40
2017-10-04 01:29:32 UTC 00:04:40
300 08-03 Types of Household Debt

300 08-04 Leasing and Buying a Vehicle
00:05:04
2017-10-04 01:29:32 UTC 00:05:04
300 08-04 Leasing and Buying a Vehicle

300 08-05 Home Equity Loan Vs HELOC
00:04:38
2017-10-04 01:29:32 UTC 00:04:38
300 08-05 Home Equity Loan Vs HELOC

300 08-06 Three Types of Bankruptcy
00:06:32
2017-10-04 01:29:32 UTC 00:06:32
300 08-06 Three Types of Bankruptcy

300 09-01 History and Regulation of Financial Advisors
00:01:28
2017-10-04 01:29:32 UTC 00:01:28
300 09-01 History and Regulation of Financial Advisors

300 09-02 Test For Investment Advisor Act of 1940
00:01:16
2017-10-04 01:29:32 UTC 00:01:16
300 09-02 Test For Investment Advisor Act of 1940

300 09-03 Exceptions to Investment Advisor Act of 1940
00:03:02
2017-10-04 01:29:32 UTC 00:03:02
300 09-03 Exceptions to Investment Advisor Act of 1940

300 09-04 Exemptions to Investment Advisor Act of 1940
00:02:01
2017-10-04 01:29:32 UTC 00:02:01
300 09-04 Exemptions to Investment Advisor Act of 1940

300 09-05 Investment Advisor Coordination Act of 1996
00:05:39
2017-10-04 01:29:32 UTC 00:05:39
300 09-05 Investment Advisor Coordination Act of 1996

300 09-06 Duties of a Registered Investment Advisor
00:05:27
2017-10-04 01:29:33 UTC 00:05:27
300 09-06 Duties of a Registered Investment Advisor

300 09-07 Diagraming and Discussing Insider Trading
00:03:45
2017-10-04 01:29:33 UTC 00:03:45
300 09-07 Diagraming and Discussing Insider Trading

300 09-08 Discussing the Fiduciary Standard
00:04:58
2017-10-04 01:29:33 UTC 00:04:58
300 09-08 Discussing the Fiduciary Standard

300 10-01 Why are Financial Institutions Regulated Heavily
00:02:54
2017-10-04 01:29:33 UTC 00:02:54
300 10-01 Why are Financial Institutions Regulated Heavily

300 10-02 The Securities Act of 1933
00:00:56
2017-10-04 01:29:33 UTC 00:00:56
300 10-02 The Securities Act of 1933

300 10-03 The Securities Act of 1934
00:00:32
2017-10-04 01:29:33 UTC 00:00:32
300 10-03 The Securities Act of 1934

300 10-04 The Banking Act of 1933 - Glass Steagall Act
00:00:42
2017-10-04 01:29:33 UTC 00:00:42
300 10-04 The Banking Act of 1933 - Glass Steagall Act

300 10-05 Trust Indenture Act of 1939 - Investment Company Act of 1940
00:01:05
2017-10-04 01:29:33 UTC 00:01:05
300 10-05 Trust Indenture Act of 1939 - Investment Company Act of 1940

300 10-06 McCarran-Ferguson Act of 1945
00:00:42
2017-10-04 01:29:33 UTC 00:00:42
300 10-06 McCarran-Ferguson Act of 1945

300 10-07 Employee Retirement Income Act of 1974 ERISA
00:01:34
2017-10-04 01:29:33 UTC 00:01:34
300 10-07 Employee Retirement Income Act of 1974 ERISA

300 10-08 Gramm-Leach-Billey Act of 1999
00:00:52
2017-10-04 01:29:33 UTC 00:00:52
300 10-08 Gramm-Leach-Billey Act of 1999

300 10-09 Sarbanes-Oxely Act of 2002
00:01:03
2017-10-04 01:29:33 UTC 00:01:03
300 10-09 Sarbanes-Oxely Act of 2002

300 10-10 Dodd-Frank Act of 2010
00:01:09
2017-10-04 01:29:33 UTC 00:01:09
300 10-10 Dodd-Frank Act of 2010

300 10-11 Consumer Protection Act
00:00:34
2017-10-04 01:29:33 UTC 00:00:34
300 10-11 Consumer Protection Act

300 10-12 Elements of Supply and Demand
00:00:32
2017-10-04 01:29:33 UTC 00:00:32
300 10-12 Elements of Supply and Demand

300 01-01 Define Financial Planning
00:01:17
2017-10-09 10:40:05 UTC 00:01:17
300 01-01 Define Financial Planning

300 01-02 Establish the Relationship
00:00:49
2017-10-09 10:40:05 UTC 00:00:49
300 01-02 Establish the Relationship

300 01-03 Gather Data
00:02:18
2017-10-09 10:40:05 UTC 00:02:18
300 01-03 Gather Data

300 01-04 Analyze Data
00:01:57
2017-10-09 10:40:05 UTC 00:01:57
300 01-04 Analyze Data

300 01-05 Develop Recommendations
00:01:55
2017-10-09 10:40:06 UTC 00:01:55
300 01-05 Develop Recommendations

300 01-06 Communicate Recommendations
00:01:47
2017-10-09 10:40:06 UTC 00:01:47
300 01-06 Communicate Recommendations

300 01-07 Implement Recommendations
00:02:13
2017-10-09 10:40:06 UTC 00:02:13
300 01-07 Implement Recommendations

300 01-08 Monitor Plan
00:02:06
2017-10-09 10:40:06 UTC 00:02:06
300 01-08 Monitor Plan

300 01-09 Practice Professionally
00:01:52
2017-10-09 10:40:07 UTC 00:01:52
300 01-09 Practice Professionally

300 01-10 Three Styles of Financial Planning
00:03:15
2017-10-09 10:40:07 UTC 00:03:15
300 01-10 Three Styles of Financial Planning

300 01-11 Life Cycle Planning Early Career
00:02:34
2017-10-09 10:40:07 UTC 00:02:34
300 01-11 Life Cycle Planning Early Career

300 01-12 Career Development
00:02:24
2017-10-09 10:40:07 UTC 00:02:24
300 01-12 Career Development

300 01-13 Peak Accumulation
00:02:17
2017-10-09 10:40:08 UTC 00:02:17
300 01-13 Peak Accumulation

300 01-14 Pre-Retirement and Retirement
00:02:38
2017-10-09 10:40:08 UTC 00:02:38
300 01-14 Pre-Retirement and Retirement

300 01-15 Financial Planning Topics CFP Board Intro
00:02:00
2017-10-09 10:40:08 UTC 00:02:00
300 01-15 Financial Planning Topics CFP Board Intro

300 01-16 Financial Planning Pyramid
00:02:43
2017-10-09 10:40:08 UTC 00:02:43
300 01-16 Financial Planning Pyramid

300 01-17 Begin Financial Planning
00:01:54
2017-10-09 10:40:09 UTC 00:01:54
300 01-17 Begin Financial Planning

300 01-18 Obstacles to Planning
00:04:23
2017-10-09 10:40:09 UTC 00:04:23
300 01-18 Obstacles to Planning

300 02-01 Importance of Communicating Effectively
00:02:25
2017-10-09 10:40:09 UTC 00:02:25
300 02-01 Importance of Communicating Effectively

300 02-02 Types of Structured Communication
00:06:18
2017-10-09 10:40:10 UTC 00:06:18
300 02-02 Types of Structured Communication

300 02-03 The Importance of Structured Communication
00:03:18
2017-10-09 10:40:10 UTC 00:03:18
300 02-03 The Importance of Structured Communication

300 02-04 Attributes to Communication
00:07:55
2017-10-09 10:40:10 UTC 00:07:55
300 02-04 Attributes to Communication

300 02-05 Basic Communication Principles
00:04:17
2017-10-09 10:40:11 UTC 00:04:17
300 02-05 Basic Communication Principles

300 02-06 Attending and Listening Skills
00:04:47
2017-10-09 10:40:11 UTC 00:04:47
300 02-06 Attending and Listening Skills

300 02-07 Poor Questions and Alternatives
00:03:22
2017-10-09 10:40:11 UTC 00:03:22
300 02-07 Poor Questions and Alternatives

300 03-01 Describe the Role of Ethics and Society
00:02:21
2017-10-09 10:40:12 UTC 00:02:21
300 03-01 Describe the Role of Ethics and Society

300 03-02 Describe Relationship Between Law and Ethics
00:02:32
2017-10-09 10:40:12 UTC 00:02:32
300 03-02 Describe Relationship Between Law and Ethics

300 03-03 Ethical Codes for Advisors
00:03:42
2017-10-09 10:40:12 UTC 00:03:42
300 03-03 Ethical Codes for Advisors

300 03-04 The American College Code of Ethics
00:03:25
2017-10-09 10:40:13 UTC 00:03:25
300 03-04 The American College Code of Ethics

300 03-05 CFP Governance
00:02:24
2017-10-09 10:40:13 UTC 00:02:24
300 03-05 CFP Governance

300 03-06 CFPBoard COEPR- Integrity Discussion
00:02:50
2017-10-09 10:40:13 UTC 00:02:50
300 03-06 CFPBoard COEPR- Integrity Discussion

300 03-07 CFPBoard COEPR- Objectivity Discussion
00:03:12
2017-10-09 10:40:13 UTC 00:03:12
300 03-07 CFPBoard COEPR- Objectivity Discussion

300 03-08 CFPBoard COEPR- Competence Discussion
00:03:05
2017-10-09 10:40:14 UTC 00:03:05
300 03-08 CFPBoard COEPR- Competence Discussion

300 03-09 CFPBoard COEPR- Fairness Discussion
00:04:34
2017-10-09 10:40:14 UTC 00:04:34
300 03-09 CFPBoard COEPR- Fairness Discussion

300 03-10 CFPBoard COEPR- Confidentiality Discussion
00:04:11
2017-10-09 10:40:14 UTC 00:04:11
300 03-10 CFPBoard COEPR- Confidentiality Discussion

300 03-11 CFPBoard COEPR- Professionalism Discussion
00:03:16
2017-10-09 10:40:15 UTC 00:03:16
300 03-11 CFPBoard COEPR- Professionalism Discussion

300 03-12 CFPBoard COEPR- Diligence Discussion
00:03:29
2017-10-09 10:40:15 UTC 00:03:29
300 03-12 CFPBoard COEPR- Diligence Discussion

300 03-13 Is A CFP Professional a Fiduciary
00:01:46
2017-10-09 10:40:16 UTC 00:01:46
300 03-13 Is A CFP Professional a Fiduciary

300 03-14 What Has To Be In Writing
00:02:27
2017-10-09 10:40:16 UTC 00:02:27
300 03-14 What Has To Be In Writing

300 03-15 Commonly Tested Rules of the CFP Exam
00:03:21
2017-10-09 10:40:16 UTC 00:03:21
300 03-15 Commonly Tested Rules of the CFP Exam

300 03-16 CFP Board Practice Standards Discussion
00:04:05
2017-10-09 10:40:17 UTC 00:04:05
300 03-16 CFP Board Practice Standards Discussion

300 03-17 CFP Board Disciplinary Rules and Procedures Discussion
00:03:22
2017-10-09 10:40:17 UTC 00:03:22
300 03-17 CFP Board Disciplinary Rules and Procedures Discussion

300 03-18 CFP Board Fitness Standards Discussion
00:03:15
2017-10-09 10:40:17 UTC 00:03:15
300 03-18 CFP Board Fitness Standards Discussion

300 03-19 CFP Board Defining a Professional Discussion
00:05:26
2017-10-09 10:40:18 UTC 00:05:26
300 03-19 CFP Board Defining a Professional Discussion

300 04-01 Concept 1-The Relatables
00:02:08
2017-10-09 10:40:18 UTC 00:02:08
300 04-01 Concept 1-The Relatables

300 04-02 Concept 2-Building a Balance Sheet
00:04:14
2017-10-09 10:40:18 UTC 00:04:14
300 04-02 Concept 2-Building a Balance Sheet

300 04-03 Concept 3-The Cash Flow Statement
00:05:37
2017-10-09 10:40:18 UTC 00:05:37
300 04-03 Concept 3-The Cash Flow Statement

300 04-04 Concept 4-An Educated Decision
00:02:15
2017-10-09 10:40:19 UTC 00:02:15
300 04-04 Concept 4-An Educated Decision

300 05-01 Introduction - Understanding Cash Flows
00:01:26
2017-10-09 10:40:19 UTC 00:01:26
300 05-01 Introduction - Understanding Cash Flows

300 05-02 Drawing a Timeline
00:01:45
2017-10-09 10:40:20 UTC 00:01:45
300 05-02 Drawing a Timeline

300 05-03 Payments Beginning or End
00:01:11
2017-10-09 10:40:20 UTC 00:01:11
300 05-03 Payments Beginning or End

300 05-04 Calculator Skills Annual Payment
00:01:21
2017-10-09 10:40:20 UTC 00:01:21
300 05-04 Calculator Skills Annual Payment

300 05-05 Calculator Skills Four Decimals
00:00:47
2017-10-09 10:40:21 UTC 00:00:47
300 05-05 Calculator Skills Four Decimals

300 05-06 Calculator Skills End Mode
00:01:08
2017-10-09 10:40:21 UTC 00:01:08
300 05-06 Calculator Skills End Mode

300 05-07 Calculator Skills Clear All
00:00:50
2017-10-09 10:40:21 UTC 00:00:50
300 05-07 Calculator Skills Clear All

300 05-08 Future Value of a Single Sum
00:01:07
2017-10-09 10:40:22 UTC 00:01:07
300 05-08 Future Value of a Single Sum

300 05-09 Solving for Number of Periods
00:01:13
2017-10-09 10:40:22 UTC 00:01:13
300 05-09 Solving for Number of Periods

300 05-10 Present Value of an Ordinary Annuity 1
00:02:16
2017-10-09 10:40:22 UTC 00:02:16
300 05-10 Present Value of an Ordinary Annuity 1

300 05-11 Present Value of Future Sum
00:01:12
2017-10-09 10:40:23 UTC 00:01:12
300 05-11 Present Value of Future Sum

300 05-12 Solving for Interest Rate with Annuity Due
00:01:32
2017-10-09 10:40:23 UTC 00:01:32
300 05-12 Solving for Interest Rate with Annuity Due

300 05-13 Present Value of an Ordinary Annuity 2
00:01:37
2017-10-09 10:40:24 UTC 00:01:37
300 05-13 Present Value of an Ordinary Annuity 2

300 05-14 Future Value of an Annuity Due 1
00:01:18
2017-10-09 10:40:24 UTC 00:01:18
300 05-14 Future Value of an Annuity Due 1

300 05-15 Solving for Payment - Ordinary Annuity
00:01:36
2017-10-09 10:40:24 UTC 00:01:36
300 05-15 Solving for Payment - Ordinary Annuity

300 05-16 Future Value of Ordinary Annuity Payments
00:01:13
2017-10-09 10:40:25 UTC 00:01:13
300 05-16 Future Value of Ordinary Annuity Payments

300 05-17 Effective Annual Interest Rate
00:01:30
2017-10-09 10:40:25 UTC 00:01:30
300 05-17 Effective Annual Interest Rate

300 05-18 Find Monthly Payments
00:03:01
2017-10-09 10:40:26 UTC 00:03:01
300 05-18 Find Monthly Payments

300 05-19 Future Value of an Annuity Due 2
00:02:07
2017-10-09 10:40:26 UTC 00:02:07
300 05-19 Future Value of an Annuity Due 2

300 06-01 Future Value of an Ordinary Annuity
00:01:51
2017-10-09 10:40:26 UTC 00:01:51
300 06-01 Future Value of an Ordinary Annuity

300 06-02 Find Effective Interest Rate - Compounding Daily
00:01:50
2017-10-09 10:40:26 UTC 00:01:50
300 06-02 Find Effective Interest Rate - Compounding Daily

300 06-03 Net Present Value - Uneven Cash Flows 1
00:03:43
2017-10-09 10:40:27 UTC 00:03:43
300 06-03 Net Present Value - Uneven Cash Flows 1

300 06-04 Net Present Value - Uneven Cash Flows 2
00:03:20
2017-10-09 10:40:27 UTC 00:03:20
300 06-04 Net Present Value - Uneven Cash Flows 2

300 06-05 Internal Rate of Return - Cash Flows
00:02:08
2017-10-09 10:40:27 UTC 00:02:08
300 06-05 Internal Rate of Return - Cash Flows

300 06-06 Present Value of a Future Sum - Semiannual discounting
00:02:25
2017-10-09 10:40:28 UTC 00:02:25
300 06-06 Present Value of a Future Sum - Semiannual discounting

300 06-07 Future Value of Uneven Cash Flows
00:04:44
2017-10-09 10:40:28 UTC 00:04:44
300 06-07 Future Value of Uneven Cash Flows

300 06-08 Present Value of an Increasing Annuity Stream
00:03:46
2017-10-09 10:40:28 UTC 00:03:46
300 06-08 Present Value of an Increasing Annuity Stream

300 06-09 Future Value of a Lump Sum - Weekly
00:02:24
2017-10-09 10:40:28 UTC 00:02:24
300 06-09 Future Value of a Lump Sum - Weekly

300 06-10 Yield to Maturity of an Annual Bond
00:01:42
2017-10-09 10:40:29 UTC 00:01:42
300 06-10 Yield to Maturity of an Annual Bond

300 06-11 Price of a Semi-Annual Bond
00:03:16
2017-10-09 10:40:29 UTC 00:03:16
300 06-11 Price of a Semi-Annual Bond

300 07-01 Identify Requirements Saving for College
00:02:43
2017-10-09 10:40:29 UTC 00:02:43
300 07-01 Identify Requirements Saving for College

300 07-02 Process and Resources of Saving for College - Part 1 Process
00:04:00
2017-10-09 10:40:29 UTC 00:04:00
300 07-02 Process and Resources of Saving for College - Part 1 Process

300 07-03 Process and Resources - P2 Present Value Calculation
00:03:36
2017-10-09 10:40:30 UTC 00:03:36
300 07-03 Process and Resources - P2 Present Value Calculation

300 07-04 Process and Resources - P3 Find Monthly Payments
00:03:51
2017-10-09 10:40:30 UTC 00:03:51
300 07-04 Process and Resources - P3 Find Monthly Payments

300 07-05 Process and Resources - P4 Dividing Payment Between Buckets
00:01:50
2017-10-09 10:40:30 UTC 00:01:50
300 07-05 Process and Resources - P4 Dividing Payment Between Buckets

300 07-06 Process and Resources - P5 Life Insurance Amount
00:03:23
2017-10-09 10:40:30 UTC 00:03:23
300 07-06 Process and Resources - P5 Life Insurance Amount

300 07-07 Process and Resources - P6 Methods
00:09:14
2017-10-09 10:40:31 UTC 00:09:14
300 07-07 Process and Resources - P6 Methods

300 07-08 Tax Deductions Tax Credits and Penalty Waivers P1
00:03:54
2017-10-09 10:40:31 UTC 00:03:54
300 07-08 Tax Deductions Tax Credits and Penalty Waivers P1

300 07-09 Tax Deductions Tax Credits and Penalty Waivers P2
00:06:13
2017-10-09 10:40:31 UTC 00:06:13
300 07-09 Tax Deductions Tax Credits and Penalty Waivers P2

300 07-10 Explain Financial Aid P1 FA Calculation
00:05:49
2017-10-09 10:40:34 UTC 00:05:49
300 07-10 Explain Financial Aid P1 FA Calculation

300 07-11 Explain Financial Aid P2 Methods
00:05:40
2017-10-09 10:40:34 UTC 00:05:40
300 07-11 Explain Financial Aid P2 Methods

300 07-12 Discuss Student Loan and Payment Strategies P1 Income Based Notes
00:05:06
2017-10-09 10:40:34 UTC 00:05:06
300 07-12 Discuss Student Loan and Payment Strategies P1 Income Based Notes

300 07-13 Discuss Student Loan and Payment Strategies P1 Repayment Plans
00:02:55
2017-10-09 10:40:35 UTC 00:02:55
300 07-13 Discuss Student Loan and Payment Strategies P1 Repayment Plans

300 07-14 Discuss Student Loan and Payment Strategies P2 Forgiveness and Terminology
00:04:24
2017-10-09 10:40:35 UTC 00:04:24
300 07-14 Discuss Student Loan and Payment Strategies P2 Forgiveness and Terminology

300 08-01 Emergency Fund Planning
00:02:14
2017-10-09 10:40:35 UTC 00:02:14
300 08-01 Emergency Fund Planning

300 08-02 Types of Investments for Funding Emergencies
00:04:37
2017-10-09 10:40:35 UTC 00:04:37
300 08-02 Types of Investments for Funding Emergencies

300 08-03 Types of Household Debt
00:04:40
2017-10-09 10:40:36 UTC 00:04:40
300 08-03 Types of Household Debt

300 08-04 Leasing and Buying a Vehicle
00:05:04
2017-10-09 10:40:36 UTC 00:05:04
300 08-04 Leasing and Buying a Vehicle

300 08-05 Home Equity Loan Vs HELOC
00:04:38
2017-10-09 10:40:36 UTC 00:04:38
300 08-05 Home Equity Loan Vs HELOC

300 08-06 Three Types of Bankruptcy
00:06:32
2017-10-09 10:40:36 UTC 00:06:32
300 08-06 Three Types of Bankruptcy

300 09-01 History and Regulation of Financial Advisors
00:01:28
2017-10-09 10:40:37 UTC 00:01:28
300 09-01 History and Regulation of Financial Advisors

300 09-02 Test For Investment Advisor Act of 1940
00:01:16
2017-10-09 10:40:37 UTC 00:01:16
300 09-02 Test For Investment Advisor Act of 1940

300 09-03 Exceptions to Investment Advisor Act of 1940
00:03:02
2017-10-09 10:40:38 UTC 00:03:02
300 09-03 Exceptions to Investment Advisor Act of 1940

300 09-04 Exemptions to Investment Advisor Act of 1940
00:02:01
2017-10-09 10:40:38 UTC 00:02:01
300 09-04 Exemptions to Investment Advisor Act of 1940

300 09-05 Investment Advisor Coordination Act of 1996
00:05:39
2017-10-09 10:40:38 UTC 00:05:39
300 09-05 Investment Advisor Coordination Act of 1996

300 09-06 Duties of a Registered Investment Advisor
00:05:27
2017-10-09 10:40:39 UTC 00:05:27
300 09-06 Duties of a Registered Investment Advisor

300 09-07 Diagraming and Discussing Insider Trading
00:03:45
2017-10-09 10:40:39 UTC 00:03:45
300 09-07 Diagraming and Discussing Insider Trading

300 09-08 Discussing the Fiduciary Standard
00:04:58
2017-10-09 10:40:39 UTC 00:04:58
300 09-08 Discussing the Fiduciary Standard

300 10-01 Why are Financial Institutions Regulated Heavily
00:02:54
2017-10-09 10:40:39 UTC 00:02:54
300 10-01 Why are Financial Institutions Regulated Heavily

300 10-02 The Securities Act of 1933
00:00:56
2017-10-09 10:40:40 UTC 00:00:56
300 10-02 The Securities Act of 1933

300 10-03 The Securities Act of 1934
00:00:32
2017-10-09 10:40:40 UTC 00:00:32
300 10-03 The Securities Act of 1934

300 10-04 The Banking Act of 1933 - Glass Steagall Act
00:00:42
2017-10-09 10:40:40 UTC 00:00:42
300 10-04 The Banking Act of 1933 - Glass Steagall Act

300 10-05 Trust Indenture Act of 1939 - Investment Company Act of 1940
00:01:05
2017-10-09 10:40:40 UTC 00:01:05
300 10-05 Trust Indenture Act of 1939 - Investment Company Act of 1940

300 10-06 McCarran-Ferguson Act of 1945
00:00:42
2017-10-09 10:40:41 UTC 00:00:42
300 10-06 McCarran-Ferguson Act of 1945

300 10-07 Employee Retirement Income Act of 1974 ERISA
00:01:34
2017-10-09 10:40:41 UTC 00:01:34
300 10-07 Employee Retirement Income Act of 1974 ERISA

300 10-08 Gramm-Leach-Billey Act of 1999
00:00:52
2017-10-09 10:40:41 UTC 00:00:52
300 10-08 Gramm-Leach-Billey Act of 1999

300 10-09 Sarbanes-Oxely Act of 2002
00:01:03
2017-10-09 10:40:41 UTC 00:01:03
300 10-09 Sarbanes-Oxely Act of 2002

300 10-10 Dodd-Frank Act of 2010
00:01:09
2017-10-09 10:40:42 UTC 00:01:09
300 10-10 Dodd-Frank Act of 2010

300 10-11 Consumer Protection Act
00:00:34
2017-10-09 10:40:42 UTC 00:00:34
300 10-11 Consumer Protection Act

300 10-12 Elements of Supply and Demand
00:00:32
2017-10-09 10:40:42 UTC 00:00:32
300 10-12 Elements of Supply and Demand