Meeyeon Park & Mark R – CFI Education – Economics for Financial Advisors

Description

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Meeyeon Park & Mark R – CFI Education – Economics for Financial Advisors

Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start?

• In this course, you will learn about key economic indicators, the business cycle, and drivers of global economies.
• Through examples and applications, you will develop the confidence you need to confidently present your opinion of the economy today.

Overview
Economics for Financial Advisors Overview

Understanding the mechanics and drivers of global economies and being able to develop and express a clear and well-thought-out opinion is an essential part of being a knowledgeable financial advisor.

Economics for Financial Advisors Learning Objectives

Upon completing this course, you will be able to:

• Describe the fundamental drivers of consumer decision-making and how these decisions impact an economy
• Explain what GDP is and how changes to it are driven by static effects and shock that ultimately drive business cycles
• Identify the key stages of a business cycle and explain what key economic leading and lagging indicators would help predict or confirm what stage an economy is in
• Differentiate the role of fiscal versus monetary policy and what institution is responsible for each Interpret what impact interest rate fluctuations – up and down – have on inflation and the economy

Who Should Take This Course?
This course is for anyone interested in becoming a financial planning or wealth management professional. This course is designed as a primer that introduces all of the foundational economic concepts an Advisor needs to understand.

What you’ll learn

Introduction
Introduction
Downloadable Materials
What Exactly is Economics

Fundamentals
Drivers of Decision Making
Gross Domestic Product (GDP)
Drivers of Gross Domestic Product (GDP)
Interactive Exercise

Business Cycles
Anatomy of a Business Cycle
Recessions
Recessions

Economic Influencers
Governments and Central Banks
Inflation and Monetary Policy
Ideal Targets for a Stable Economy

Economic Indicators
Economic Indicators
Formulating Your Economic View

Interpreting Economic Data
Exercise Instructions
Exercise 1
Exercise 2
Exercise 3

Final Thoughts
Course Summary

Qualified Assessment
Qualified Assessment

Frequently Asked Questions:

1. Innovative Business Model:
   • Embrace the reality of a genuine business! Our approach involves forming a group buy, where we collectively share the costs among members. Using these funds, we purchase sought-after courses from sale pages and make them accessible to individuals facing financial constraints. Despite potential reservations from the authors, our customers appreciate the affordability and accessibility we provide.
2. The Legal Landscape: Yes and No:
   • The legality of our operations falls into a gray area. While we lack explicit approval from the course authors for resale, there’s a technicality at play. When procuring the course, the author didn’t specify any restrictions on resale. This legal nuance presents both an opportunity for us and a boon for those seeking budget-friendly access.
3. Quality Assurance: Unveiling the Real Deal:
   • Delving into the heart of the matter – quality. Acquiring the course directly from the sale page ensures that all documents and materials are identical to those obtained through conventional means. However, our differentiator lies in going beyond personal study; we take an extra step by reselling. It’s important to note that we are not the official course providers, meaning certain premium services aren’t included in our package:
     • No coaching calls or scheduled sessions with the author.
     • No access to the author’s private Facebook group or web portal.
     • No entry to the author’s exclusive membership forum.
     • No direct email support from the author or their team.

   We operate independently, aiming to bridge the affordability gap without the additional services offered by official course channels. Your understanding of our unique approach is greatly appreciated.

Refund is acceptable:

• Firstly, item is not as explained
• Secondly, Item do not work the way it should.
• Thirdly, and most importantly, support extension can not be used.

Thank you for choosing us! We’re so happy that you feel comfortable enough with us to forward your business here.