Getting Started in Financial Planning ON DEMAND

Overview

Looking for ways to create high-value, high-fee relationships? Make your work less seasonal? Or maybe you’re a personal finance junkie? 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.

Preparation

None.

Notice

None.