knowledge topics
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02 Financial Analysis
Both CFP professionals and QAFP professionals are expected to possess the knowledge that will allow them to clearly document, analyze, project and present financial information related to an individual’s goals, needs and priorities. Such knowledge will aid professionals to explain the time value of money; make financial projections to determine the achievability of goals; and evaluate how an individual’s current and projected cash flow may impact their ability to meet their goals.
Version 2.0.0
QAFP® Professionals
CFP® Professionals
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Time Value of Money
QAFP® Professionals
CFP® Professionals
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Personal Financial Statements
QAFP® Professionals
CFP® Professionals
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Financial Statements for a Business
CFP® Professionals