Getting Started in Financial Planning FLEXCAST

Overview

Looking for ways to create high-value, high-fee relationships? Make your work less seasonal? Or maybe you’re a personal finance enthusiast? Financial planning could be your next step. Join a diverse panel of tax and accounting professionals for a candid and encouraging conversation. Learn from those who’ve navigated different routes to incorporate financial planning into their firms.

Highlights

Financial planning framework. Financial planning in tax practice. Business model complications.

Prerequisites

None.

Designed For

CPAs, financial professionals, CEOs, and other management professionals.

Objectives

Assess you might want to get into financial planning now. Identify the components and framework of financial planning. Discover ways you can get started in financial planning. Understand the downsides of adding financial planning to your tax practice, specifically business model complications, obtaining needed technical expertise, and working in a new and complicated regulatory environment.

Preparation

None.

Notice

This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.