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Course Level :Basic
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Credits :1
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Instructional Method :Group Internet Based
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Pre-requisites :None
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Advance Preparation :None
CPAs are the world's most trusted advisors. Clients seek advice from them well outside the realm of tax compliance, accounting and auditing. Given the profession’s long-standing regulatory framework, the Code of Professional Conduct, universally recognized for the qualities of integrity, objectivity, due care and competence and through enforceable guidance in the delivery of high standard of services, CPAs who want to enrich their practices and created stronger relationships with their clients should look into financial planning and investment advising services.
For the following reasons CPAs should look into providing financial planning and investment advising services now:
This CPE webinar dives into the subject with the following Key Topics:
This will be a unique value webinar for the CPAs who are looking to expand their operations and services.
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.
Director, CPAlliance
After serving ten years of active
military service and completing a combat tour in Afghanistan, Shawn started his
career in financial planning and investments in 2007. Joining the industry at the beginning of the
“Great Recession” allowed him to quickly learn that the stock market can be
unpredictably cruel, and at the same time, extremely rewarding to those who
stayed the course. Also, during that time, he and his clients became an
invaluable part of each other’s lives. They relied on him to get them through
the worst markets in years. He learned more about life, trust, perseverance,
and the undeniable need for clients to have genuine and executable plans.
As a Financial Advisor and the
CPAlliance™ Director with CPS Investment Advisors, Shawn’s passions and
profession are aligned. He gets to enrich and grow the CPAlliance™ program by
helping CPAs become CPA financial planners and teach them how to help clients
achieve or protect their financial independence. His ability to understand and
breakdown the most complex problems, along with his broad professional
experience, uniquely equips him to be the perfect coach, mentor, and trainer
for the CPAlliance™ members, as well as, advise clients on how to achieve and
protect their financial independence.
When he’s not helping CPAs and
clients plan and execute, he can be found spending time endurance training (or
binge watching the next great Netflix series) with his wife Amy, playing
guitar, and singing worship tunes with Emma, watching Isabella make pyramids
with her water ski team, or rooting Ethan on as he plays Lacrosse for his high
school.
Shawn earned a Bachelor’s Degree
in Business Administration and an MBA from Saint Leo University. He earned a
Certificate in Financial Planning from Florida State University and became a
CERTIFIED FINANCIAL PLANNER™ professional in 2011.
CPAlliance is a division of CPS Investment Advisors providing turn-key back room support for independent financial advisory firms nationwide.
We offer low-cost, tax efficient, pooled and separate account management, insurance solutions, trust services, retirement solutions, as well as trading, reporting and compliance.
We also provide our members with continuing education, marketing assistance, on-site visits, and an unparalleled toolbox using state of the art technologies.
As strategic partners to the financial advisory firms, we are dedicated to preserving and maintaining your relationships with your clients. We manage the back room, supporting your wealth management practice to take it to the next level.
1667 Ratings
KL
Dec 15th, 2020
Interesting and informative webinar. While my current position does not permit working in this capacity, i have had financial planning advisory exposure in the past, and had taken the Series 65 exam. This is good information to keep on hand should I choose to pursue this line of work in the future.
TP
Dec 15th, 2020
I thought the presenter did a great job delivering the information for the topic. It was to see if I was interested in moving this direction, so the topic was of interest. Gave a lot to think about, but I am uncertain if I will continue or not. It was a good presentation for me.
CG
Dec 15th, 2020
This was a great session and it was interesting to see all the different career paths available to CPAs! and the presenter stayed on the subject while covering a number of related subject points. Well-thought-out polling questions checked my learning
PP
Jan 16th, 2021
The confidence of the speaker was remarkable. He had a lot of examples of financial planning techniques. The pace of the webinar was reasonable. I received answers to all my questions. I am really impressed.
NY
Jan 15th, 2021
Overall an interesting topic and presenter was approachable. I do wish there was more information on to become licensed, real-world examples and pros and cons of taking on the new role.
1 Credit
Subject Area
Aug 22, 2022 | 09:00 AM EDT
Aug 22, 2022 | 10:00 AM EDT
Aug 22, 2022 | 10:00 AM EDT
Aug 22, 2022 | 10:00 AM EDT
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