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

  • Accountant
  • CPA (CA)
  • CPA (US)
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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

Recommended For

  • This online CPE webinar is recommended for all the professionals interested in expanding their services to financial and investment planning

Who Should Attend?

  • Accounting Firm
  • Accounting Practice Owners
  • Certified Public Accountant (CPA)
  • Cloud Accountants
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Practice Administrators
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
  • Credits :
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
  • Advance Preparation :


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.


About Presenter

Shawn McCabe, MBA, CFP®

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. 

About Company

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.


FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review


103 Ratings



Very Good









Kelsey Mason, CPA (US)

Jul 24th, 2021

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


Hsin Ya Wu, Accountant

May 28th, 2021

The session was very informative.


Marsha Swanigan, Accountant, AFSP

May 28th, 2021



Clint Leer, CPA (US)

May 28th, 2021

Great info by presenter. Clear and concise.


Mostafa Maksy, Accountant, CPA (US)

Jun 11th, 2021

Very good.

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


1 Credit

Subject Area

Business Management and Organization

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