What You'll Learn
There are often multiple mortgage programs for any client to consider when refinancing or buying a home. Join mortgage planner Elizabeth Rose says she uses a mortgage planning program to amplify the many considerations that one should evaluate when making a decision on a mortgage.…
There are often multiple mortgage programs for any client to consider when refinancing or buying a home. Join mortgage planner Elizabeth Rose says she uses a mortgage planning program to amplify the many considerations that one should evaluate when making a decision on a mortgage.
Attendees will learn:
- How to analyze the impact of mortgage choices on cashflow and payoff dates
- How software can aid in the analysis and mortgage planning
- What mortgage choices can mean to retirement savings
- The range of mortgage programs available today
This session is worth one CE credit for subscribers with the following designations: CFP, CLU, ChFC and RICP. And CPA subscribers will earn one CPE credit. And NAPFA members who subscribe will receive a completion certificate they can apply for NAPFA CE credits.
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.