K
  • Tutorial

    Video Tutorials Related to Investments and Wealth Management

    Time value of money calculations are vital to wealth management and financial planning, but they are also useful in everyday life. If you would like to calculate how much a potential car payment might be or whether or not you are saving enough to put your child through college, you can use time value of money calculations to help with the estimation.


    Check out how to use Excel to calculate present and future values:

    http://www.youtube.com/watch?v=J4J5o-1JM24

    http://www.youtube.com/watch?v=AuJvHoypfQU

    How much will you need for retirement? There’s more to consider than just life expectancy! A single 25 year old willing to accept quite a bit of investment risk has very different financial goals than a 50 year old single mother of three. The retirement goals of individuals vary dramatically with age, risk preference, income, and a host of other factors. There many questions an investor must ask himself along the way, so walk through the following tutorial to see how many of these you have actually asked in your own retirement planning:

    http://www.investopedia.com/university/retirement/retirement2.asp

    How much will an investment account in which I contribute monthly be worth when I retire? This might be one of the most important questions we have regarding our 401k or investment contributions. How much more will we have when if we invest 8 percent rather than 3 percent? How much more will we have if we returns are 10 percent rather than 5 percent? These questions can be answered by calculating future value under different scenarios. Check out the following video to learn how to do this!

    http://www.youtube.com/results?search_query=calculating+future+value+annuity&sm=3

     Check out the consumer confidence index. The index is a composite measurement of consumers’ outlook on areas of the economy such as business conditions, household income, and the labor market.

    https://www.conference-board.org/data/consumerconfidence.cfm

    Back to Center for Excellence

  • Accounting - Ethics Thumb

    Keep Your Organization From Going Down the Road to “Ethical Collapse”!


    By Cynthia Waddell, PhD, CPA, CFE

    Read More
    GeoffreyVanderPal Thumb

    Identity Theft and Privacy


    By Geoffrey Vanderpal,  Full-Time Faculty

    Article by Faculty
    Angel Investors Thumb

    Do you believe in angels? (Angel investors, that is…)

    By Richard Carter, PhD

    Article by Faculty
    Stanley Self Thumb

    Revised GAAP Treatment for Goodwill

    By Stanley W. Self, CFE

    Read More
    Risk and Reward thumb

    Risk and Reward


    By Jerry Taylor

    Article by Faculty
    Career Resources Thumb

    Accounting

    By Rachel Byers, Full-Time Faculty, School of Business

    Accounting firms are taking advantage of some emerging trends.

    Career Advice
    Career Resources Thumb

    Investments and Wealth Management

    Change is the name of the game in wealth management!

    Career Advice
    Career Resources Thumb

    Real Estate

    Most people do not realize there are a variety of jobs in this field.

    Read More
    Career Resources Thumb

    Risk Management and Insurance

    According to the BLS, employment of insurance sales agents is projected to grow.

    Career Advice
    Definitions Thumb

    Accounting

    Access definitions and FAQs related to accounting.

    Read More
    Definitions Thumb

    Investments and Wealth Management

    Access definitions and FAQs related to investments and wealth management.

    Read More
    Definitions Thumb

    Real Estate

    Access definitions and FAQs related to real estate.

    Read More
    Definitions Thumb

    Risk and Insurance

    Access definitions and FAQs related to risk and insurance.

    Read More
    Toby Talks

    Toby Talks: Is Now a Good Time to Start a Real Estate Career?

    Kaplan Real Estate Education's Toby Schifsky looks at the factors to consider when pursuing a real estate career.

    Watch Now
    RE_Tips

    Toby Talks: Do I Need a Business Plan?

    Toby Schifsky talks about the importance of goals and action steps for achieving them.

    Watch Now
    Study Tips

    Tips for Insurance Licensing Exams

    Access preparation and practice advise from Kaplan Financial Education experts Mary Orn and Julie Ramsey.

    Wach Now
    Maylee Testimonial

    Maylee's Success Story

    Maylee talks about her experiences with Kaplan Financial Education and preparing for her exams.

    Wach Now