What You'll Learn
Financial advisers will learn about " Prepayment Analysis", an approach to improve debt management techniques. The presentation, delivered by liability experts Todd Ballenger and John Thompson, will cover a practical demonstration using real-world case studies, emphasizing balance…
Financial advisers will learn about " Prepayment Analysis", an approach to improve debt management techniques. The presentation, delivered by liability experts Todd Ballenger and John Thompson, will cover a practical demonstration using real-world case studies, emphasizing balance sheet neutrality in debt prepayments and understanding Effective Percentage Rate (EPR™). Todd and John will also discuss the emotional factors that impact customers' decision to prioritize debt repayment over possibly better-performing options.
The goal of the presentation is to improve financial advisors' comprehension of liability management by demonstrating the usefulness of "Prepayment Analysis" in their professional mindset for considering rational and emotional factors when approaching debt repayment.
*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.