eLearning Course Catalog     Log Into ABA eLearning     AIB Overview     Trust Curriculum FINANCIAL PLANNING SKILLS - ABA eLearning Price: $160 members; $215 non-members     ENROLL NOW Course Credits:  AIB: 0.25; ICB:2.25 CTFA/FP; CFP: 1.0 Prerequisites:  Basic knowledge/expertise in trust field Course Description:  Financial Planning Skills describes the financial planning process as it is used to enhance relationships with trust clients.  It provides a big picture overview of financial planning, things to consider in any financial planning discussion, common forms used for financial planning, and how various measurements of value are used in financial planning Learning Objectives:  After completing this course, students will be able to: Understand the scope of financial planning Explain how Client Profiles, Assets and Liabilities Statements, and Cash Flow Statements are used to identify client needs Identify how different measurements of value are used in financial planning Audience:  Trust officers who have already completed Building Trust Expertise Levels 1 and 2 and have two or more years experience working with trust clients managing more complex trusts, including tax law and investments. For further information, please call 212-297-1679 or elegg@nyba.com. The New York Bankers Association is a Local ABA Training Provider.