Leveraging Economic Data and
Forecasts in Financial Planning: A
Comprehensive CPE Course for
Finance and Accounting Professionals

Course Description:

In an increasingly interconnected world, finance and accounting professionals play a pivotal role in helping their clients navigate economic complexities and uncertainties. Mastery of national and global economic data, coupled with an understanding of how to leverage forecasts and trends, is essential for delivering strategic insights, robust financial planning, and adaptive projections. This immersive, three-hour Continuing Professional Education (CPE) course is specifically designed for finance and accounting practitioners seeking to elevate their advisory capabilities and analytical acumen.

Participants will gain hands-on experience in sourcing, interpreting, and applying economic indicators from reputable national and international bodies. The course bridges theory and practice, guiding attendees through the process of integrating economic forecasts into client-centric financial scenarios and long-term plans. Through real-world case studies, interactive exercises, and group discussions, professionals will leave equipped with actionable frameworks for anticipating economic shifts and proactively advising clients—whether they are individuals, corporations, or non-profit
organizations.

Learning Objectives:

• Identify and source key national and global economic indicators relevant to
  financial planning.
• Interpret and assess economic data for credibility, relevance, and potential
  impact on clients’ finances.
• Incorporate economic forecasts into financial projections and scenario analyses.
• Translate macroeconomic trends into client-specific planning strategies and
  recommendations.
• Communicate economic insights effectively to both financial and non-financial stakeholders.

Who Should Attend?

This course is tailored for:

• Certified Public Accountants (CPAs)
• Chartered Accountants (CAs)
• Financial Planners and Advisors
• Controllers and CFOs
• Finance Managers and Analysts
• Other accounting and finance professionals involved in planning, analysis, or client advisory

Prerequisites:

No prior expertise in economics is required; foundational knowledge of financial
statements and basic accounting is assumed.

Advanced Preparation:

None required

Program Level:

Introductory

Instructional Methods:

• Facilitator-led presentations with real-time demonstrations
• Group discussions and peer sharing
• Case study analysis and role-playing
• Hands-on exercises with economic data sources and models
• Q&A sessions throughout the training

Course Materials Provided:

• Course workbook with slides, exercises, and case studies
• Curated list of economic data sources and reference tools
• Scenario analysis templates adaptable to client situations
• Summary guides on key indicators and communication strategies

CPE Credit Information:

• Duration: 3 hours (3.0 CPE credits)
• Live, in-person delivery
• Field of Study: Economics

Contact and Registration:

For more information or to register for this course, please contact us at
[email protected] or call us at 609-201-8056

Refunds and Cancellations:

Requests for refunds must be received in writing by 10 days prior to course date and
will be subject to a cancellation fee. No refunds will be granted 3 days prior to course
date. For more information regarding refund, complaints, and/or program cancellation
policies please contact our offices at 609-201-8056.

The Davv Group is currently seeking registration with the National Association of State Boards of
Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE
Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for
CPE credit. Complaints regarding sponsors may be submitted to the National Registry of CPE Sponsors
through its website: www.nasbaregistry.org or the New Jersey State Board of Accountancy:
www.njconsumeraffairs.gov/acc.