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Best Financial Planning Ideas for Individuals in 2016

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Course Description

Explore the latest highly recommended financial planning strategies and barriers to their implementation. CPA financial planners will learn how to better help their clients achieve their financial planning goals in 2016 and beyond. This course will also provide CPA financial planners with revenue generating post-tax season client engagement activity.

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Learning Format 2.0 Hours
Self-Study / On-Demand

Credit Type(s)
Management Advisory

Knowledge Level
Basic