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Lifecycle Financial Planning - Time Value of Money & Valuation Concepts

Available Until

Self-study

2.00 Credits

Member Price $79.00

Non-Member Price $99.00

Overview

Whether calculating the date when a client may retire, determining the feasibility of a client leaving an end-of-life bequest, or figuring out how much one needs to save for college, financial practitioners are utilizing time value of money concepts. Even though these concepts are pervasive in nearly everything a financial professional does, many do not feel comfortable with the mechanics or theory behind these calculations. Utilizing real world financial planning examples, this course will explore time value of money concepts. We will discuss the theory and mechanics behind common valuation models and utilize them in a unique application of the time value of money - figuring out the value of a business.

Highlights

  • Why do we need time value of money?
  • Inputs in a time value of money problem
  • Present & Future Value Calculations
  • Annuity vs. Annuity Due
  • Valuing a Business & TVM
  • Gordon Growth Model
  • Two Stage Models
  • H
  • Model
  • Summing it up

Prerequisites

Basic awareness of client issues in financial planning

Designed For

CPAs and financial advisors who want to better apply the time value of money concepts to common financial planning and valuation issues.

Objectives

  • State the difference between an annuity and an annuity due for time value of money purposes.
  • Recognize how time value of money concepts may be used in the valuation of a company.
  • Identify the differences between the H
  • model and the two
  • stage model of valuation.

Preparation

None

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will not be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by Peters Professional Education (PPE). The course expires one year from the purchase date.

Leader(s):

Leader Bios

David Peters, Peters Professional Education LLC

DAVID R. PETERS, CPA, CFP, MST, CPCU, CLU

David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for Peters Financial, LLC. David has over twenty years of experience in financial services, including 3 years in the hedge fund industry and 14 years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In addition to running his own professional education website, David is a National Instructor for the AICPA, Surgent, Kaplan, and Don Farmer Tax Seminars. He was a recipient of Surgent's Outstanding Discussion Leader award in 2019 and 2022, as well as the AICPA's Outstanding Facilitator Award in 2021 and 2023. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. David was also a co-author of the 2018, 2019, and 2020 Virginia CPA Ethics courses - a required course for all CPA's licensed in the Commonwealth of Virginia.

  • Website:  www.petersprofessionaleducation.com
  • YouTube: www.youtube.com/@DavidPetersFinancial
  • LinkedIn Company: https://www.linkedin.com/company/95657499/admin/analytics/updates/
  • LinkedIn Personal: https://www.linkedin.com/in/david-peters-financial/
  • Facebook: https://www.facebook.com/davidpetersfinancial
  • Twitter/X: https://x.com/DavidPFinancial
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Non-Member Price $99.00

Member Price $79.00

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