Communication with the Financial Planning Client 2 Credits
Engagement Letters, Meetings, Oral and Written Communications
Select your learning mode
This CPE course will review the importance of good communication skills during the first three steps of the financial planning process.
We will discuss effective ways financial planners can utilize interpersonal communication strategies to collect data and information from clients, listen to clients and understand their needs, and prepare clear documents that are clear and specific to the engagement.
Effectively communicating with customers is essential to the success of any business. Adapting to the different communication styles and emotions of customers will help you build customer relationships through better customer conversations. Improving conversations with customers enables efficient, high-quality client service.
Key Topics Covered:
This CPE webinar by Warren Bergstein will address oral communications, written communications, and more especially questionnaires and engagement letters to make all parties in agreement with the parameters and goals of the parties.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Finance for CPA in Canada | 2 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 2 CPE | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 2 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Certified Treasury Professional (CTP) | 2 CE | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 2 CPE | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 2 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Finance for CPA in Canada | 2 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 2 CPE | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 2 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Certified Treasury Professional (CTP) | 2 CE | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 2 CPE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 2 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Elevate your valuation expertise with MY-CPE's top-tier CTP CE Courses, tailored specifically for professionals looking to advance in the field of Certified Treasury Professional. At MY-CPE, we pride ourselves on offering courses that not only fulfill your CPE requirements but also enhance your understanding and skills. Our comprehensive selection of CTP CE courses is designed to keep you at the forefront of valuation knowledge, ensuring you remain competitive and proficient in your career.
More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his New York City firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers Business School. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams. He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
MK
Excellent presentation. The instructor was very knowledgeable and provided real word examples which made the course more interesting and useful. Highly recommend!
BS
The instructor really inculcated his personal experience to connect things and explain in an even better manner.
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