Covers full balance sheet and cash flow analysis as the common language that advisors of all disciplines across the firm share. Defines asset, liability, risk, and cash flow connection points as input to full balance sheet advice. Describes holistic asset allocation across financial and non-financial assets, along with debt and risk management.
What You’ll Learn
After completing this course, students will be able to:
Describe how elements of the clients financial life are reflected on the; balance sheet and what it means to wealth advisors
Interpret each element of the clients balance sheet and cash flow to determine alignment with financial objectives;
Evaluate aggregate risks and opportunities across the balance sheet to recommend an optimal asset allocation
Examine clients net cash flow to restructure liabilities or reduce expenses to meet financial goals