MYCPE ONE

Class 1: Wealth Roadmap for Clarity, Confidence, and Control 1 Credit 1 Credit

Class 1: Wealth Roadmap for Clarity, Confidence, and Control 1 Credit 1 Credit

Financial Literacy 8 Class Series

  • Rating

    4.6

  • Published on

    November, 2025

  • Subject Area

    Finance

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  • Answer the polling questions
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Access to this course is included with a MYCPE ONE subscription.

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Learning Objectives

  • Discuss how to reframe wealth conversations around clarity, control, and legacy.
  • Identify emotional and structural challenges faced by HNW and VHNW clients.
  • Analyze silent wealth killers using tools like the “Protection Checkup.”
  • Explain how to apply the Roadmap Conversation to align goals with client values.
  • Explore how to position yourself as an integrator who unifies advisors and strategies.

Course Overview

As technology reshapes the accounting profession, CPAs and finance professionals face a defining choice: stay rooted in compliance or step up to the role clients truly need, a strategic guide and integrator. High-net-worth clients are no longer seeking another product or a simple tax return. Instead, they crave clarity, confidence, and assurance that their financial world will stay secure across generations. This CPE course aims to equip you with the tools to meet that need and position yourself as an invaluable wealth steward.

In this opening part of Financial Literacy 8 Class Series, we’ll shift the conversation from wealth accumulation to wealth alignment. You’ll explore how to guide clients away from simply focusing on numbers and help them connect their financial journey to deeper, more meaningful goals. We’ll address the emotional divide between high-net-worth individuals who fear fragility ("Could it all disappear?") and very-high-net-worth clients who worry about fragmentation ("Who’s ensuring everything works together?"). Moreover, you’ll uncover the silent wealth killers such as lawsuits, inadequate documentation, advisor silos, and lifestyle creep that often go unnoticed but pose significant threats to clients’ financial security.

Major Topics:

  • Reframing Wealth Beyond Accumulation
  • Silent Killers of Confidence
  • The Roadmap Conversation Framework
  • Tools for Goal Alignment and Clarity
  • Overcoming Professionals and Client Objections

By the end of this CPE course, you’ll be able to confidently lead the "Roadmap Conversation" with clients. You’ll learn how to apply simple, powerful tools like the "Protection Checkup" and One-Page Clarity Map to initiate meaningful discussions. Most importantly, you’ll understand how to position yourself as more than a technician; you’ll become the steward who helps clients define their future and navigate their wealth journey.

For more CPE Finance Courses, Click here.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible

Additional Information

Credit

1

Credit

1

Course Level

Intermediate

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Step into the world of CPA CPE courses with MYCPE ONE. Our online courses make earning your CPA CPE credits simple and stress-free. Covering a variety of topics taught by experienced professionals, we offer the flexibility to learn on your schedule and at your pace. Say goodbye to outdated methods and hello to a smarter way to grow your expertise. Start your journey to professional success with us today!

About Instructor

Mike Clark

Mike Clark | MBA

Wealth Management Advisor, 3 AM Education

  • 4.6
  • rating
  • rating
  • rating
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I began my career as an award-winning leader at Johnson & Johnson before transitioning into high-level financial advisory. Throughout my journey, I have successfully raised over $42 million in capital and completed my MBA, equipping me with both practical experience and advanced business knowledge.


Today, I specialize in building digital family offices for business owners, integrating their financial, tax, and legacy planning into a unified strategy. My focus is on helping clients preserve and grow their wealth through innovative, tailored solutions that address every aspect of their financial future.

Michael Clarke

Michael Clarke

Wealth Manager, Protection Point Advisors

Michael is cofounder of Protection Point Advisors, a financial advisory firm with offices in Northern and Southern California. As a small business owner himself, he understands firsthand the challenges of managing a business, especially amid rapid technological and industry changes. His experience gives him unique insight into the needs of entrepreneurs navigating today’s complex environment.


With 33 years in the financial services industry, Michael leads a firm dedicated to serving high-net-worth individuals and small business owners. Protection Point Advisors focuses on delivering expert guidance to help clients achieve their financial goals and adapt to evolving market conditions.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

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.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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 professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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 accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

How are credits reported to governing bodies?

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.

Reviews and Ratings

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Kelly Gray, Others

5

Thank you for the great content

KE

Karrie Earhart, CPA (US)

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Great information

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Wealth Roadmap for Clarity & Confidence

Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    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 - fastest in the industry.

  • Credit Tracker

    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

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    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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