CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Expand Services and Increase Profit - A Guide to Adding Financial Planning to Your Tax Practice

4.5 (100)

Shawn McCabe, MBA, CFP®


Friday, July 16, 2021 | 02:00 PM EDT

  • CPA (Canada)
  • CPA (US)

1 Credit


Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

If accounting and taxation service providers expand their paradigm to encompass non-traditional, yet pertinent, services to their offerings. A logical option to differentiate you from others would be to embrace financial planning as an adjunct service. Adding financial planning services to your firm’s standard services is common sense from a number of perspectives and is advantageous for both your client and your business.

In this online free CPE webinar for CPAs, you will be taught that how serving your existing clients as a financial planner and investment advisor will increase your profit, diversify your business, balance your workload, create long-lasting and engaging relationships with your best clients, and improve your overall value. 

The following key topics are covered in this online CPE webinar:

  • Leverage your insight
  • Become a one-stop-shop for your client
  • Provide your clients with a comprehensive, 360-degree view
  • Stand out amongst the competition
  • Smooth out cash flow and increase revenue per client
  • Increase client loyalty

Click for more webinar on Finance | Taxes | Business development and management etc

Learning Objectives

  • To evaluate why CPA Financial Planners are highly sought after as Financial Planners
  • To discuss the basics of Financial Planning & Investment Management
  • To discuss the Investment Business and how CPAs should position themselves to best serve clients and uphold the Code of Professional Conduct
  • To analyse the regulatory framework of a Registered Investment Advisor
  • What are the steps to becoming and RIA and how to make it easy

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Public Accountant
  • Chartered Professional Accountant
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Practice Administrators
  • Senior Accountant
  • Young CPA


    [no_of_record] => 100
    [average] => 4.5300




Great material! Applicable to personal and professional life. The speaker did a fantastic job as presenting a semi-complicated topic!




The session was very informative.


Very good.


Great info by presenter. Clear and concise.