Adding Financial Planning to your practice 6 Credits
Learning mode
Financial planning has become an essential part of the individual and business practices. Therefore it is recommended that the businesses with the inclination and interest in the subject take them as a business expansion prospect.
This webinar covers the process to be used when the CPA firm adds the service of Financial Planning for their clients. It encompasses the areas of expertise needed by the CPA to be a professional Financial Planner.
This webinar covers:
This webinar will provide a comprehensive approach towards taking financial planning as a technical subject that may provide numerous business advantages in the long run.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 6 CPE | Approved |
| Finance for CPA in Canada | 6 CPD | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 6 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 6 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 6 CE | Eligible |
| Chartered Accountant - ICAEW | 6 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 6 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 6 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 6 CPE | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 6 CE | Eligible |
| Financial Planning for Chartered Life Underwriter (CLU) | 6 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 6 CPD | Eligible |
| Chartered Accountants - Scotland | 6 CPD | Eligible |
| CPA - Ireland | 6 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 6 CPE | Approved |
| Finance for CPA in Canada | 6 CPD | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 6 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 6 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 6 CE | Eligible |
| Chartered Accountant - ICAEW | 6 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 6 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 6 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 6 CPE | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 6 CE | Eligible |
| Financial Planning for Chartered Life Underwriter (CLU) | 6 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 6 CPD | Eligible |
| Chartered Accountants - Scotland | 6 CPD | Eligible |
| CPA - Ireland | 6 CPD | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
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