A search engine of every*online CPE course.

Adding Personal Financial Planning Services to Your CPA Practice Webcast

Provided by:

CPEadvisory has no relationship or affiliation with this course's publisher. Information provided is believed to be accurate, but is not guaranteed.

Course Description

Is it time to begin adding personal financial planning services to your existing practice? Gain the necessary skills to assess whether adding these services to your practice makes sense. This course examines the benefits and potential pitfalls of creating this type of entity; the skills of how to develop the appropriate infrastructure; and the appropriate type of entity and licensing requirements. We'll take a look at associating with appropriate financial services companies and professionals, staffing, technology, networking and other features of launching this new service, as well as the six steps of the financial planning process and how to apply them to each planning discipline.

Ratings and Reviews

To review this course, please login.

Please Review This Course

Overall Quality

Instructor

Usefulness

150 Characters Minimum

Submit
Course Information

Overall Quality

(0)

Instructor

(0)

Usefulness

(0)
Add to Transcript Write Review

Learning Format 2 Hours
Webcast / Webinar

Credit Type(s)
Management Advisory

Knowledge Level
Overview