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Course Level :Basic
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Credits :6
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Pre-requisites :None
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Advance Preparation :None
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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.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
Since MYCPE ONE inception nine years ago, it has grown into a team of over 3,000 professionals across India and the Philippines. MYCPE ONE proudly partners with 100 of the top 500 accounting firms, driving success and innovation in the industry. Moreover, MYCPE ONE is a leading platform for learning and continuing education in accounting, tax, finance, and HR, catering to a broad range of qualifications including CPA, EA, CMA, SHRM, HRCI, CFE, and CFP in the U.S., and CPA and CFP in Canada, among 100+ global designations.
Key Highlights of MYCPE ONE:
Key Highlights of Continuing Education:
We are committed to creating an integrated ecosystem for accountants, providing a range of services under one umbrella. With MYCPE ONE our objective is to provide a full suite of services to CPA & Accounting firms that are not only comprehensive but also more convenient and cost-effective, as they can access all they need in one place.
Our expanded services include:
All of these services will maintain a singular focus: supporting Accountants. With MYCPE ONE, we aim to grow our onshore team to around 20 by 2025 in the U.S. and Canada. Our approach isn’t just about bundling services; it’s about adding value to each service we offer. By expanding our capabilities, will continue to partner with industry leaders to support accounting firms in improving their operations, and client service.
90 Ratings
SC
Oct 24th, 2024
Great information, easy to follow.
DR
Dec 15th, 2024
helpful course
KF
Jun 24th, 2024
Thank you!
AQ
Dec 3rd, 2024
Really informative but really long and some questions were confusing for no reason. Can be summarized better.
GM
Dec 27th, 2023
good, comprehensive content
