P E N N S Y L V A N I A   B A N K E R S   A S S O C I A T I O N A Provider of AIB Products Financial Planning Skills
Course Description: Financial Planning Skills provides participants with a working knowledge of financial planning topics. Audience: Trust professionals looking for a big picture view of financial planning concepts. This course is appropriate for trust officers who already have achieved a basic level of knowledge and expertise in the trust field. Learning Objectives: After successfully completing this program, you will be able to:   • Understand the scope of financial planning   • Interpret the different measurements of value used in financial planning   • Construct a Balance Sheet and a Cash Flow Statement   • Complete a Profile Form on a trust client   • Assess client's financial situation to:       - Identify needs and objectives       - Determine major financial planning issues   • Assist clients in making appropriate financial decisions   • Use financial planning tools to identify and develop new business Course Credits: AIB: 0 ; ICB: 6.75 (CTFA/PFI) ; CFP: 3.5 Prerequisites: None Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $160   •   NonMembers $215       Forms Page ... Registration ... Requests ... Withdrawal PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com
This educational opportunity is brought to you by Pennsylvania Bankers Association