HS 319 Video: HS 319 Applications In Financial Planning II episodes:

• September 30, 201410-1 Distinguish between “retirement planning” and “retirement income planning” and identify the objectives of each.

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• September 30, 201410-3 Describe the key objectives of Step 2 of the retirement income planning process — Identify and Prioritize the Retirement Goals.

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• September 30, 20148-3 Distinguish between the prevalent biases and heuristics affecting individual investors, advisors and professional investors.

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• September 30, 20148-2 Explain the concepts of behavioral/psychological biases and heuristics.

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• September 30, 20147-4 Describe the theories and concepts that distinguish between rational and behavioral finance as applied to the individual investor.

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• September 30, 20147-3 Identify the core concepts that comprise rational financial decision making.

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• September 30, 20147-5 Explain the criticisms of behavioral finance as a legitimate field of study.

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• September 30, 20142-7 Explain the computation process for determining taxable gifts and gift tax payable.

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• September 30, 20148-1 Describe why understanding the concepts of behavioral finance are important for financial advisors.

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• September 30, 20142-6 Determine whether a gift has been made in various situations for gift tax purposes and identify the individuals involved in the transfers.

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