CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

How to choose the right financial advisor

  • CPA (CA)
  • CPA (US)
  • CPA/PFS
  • CSA
How to choose the right financial advisor

1 Credit

$10

Subject Area

Finance

Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Best Workshop on S Corporation (Form 1120S) Tax Return Review & Case Study (NEW)

(40)

Oct 21, 2021 | 09:00 AM EDT View Details

Stratgeic Planning Essentials for Nonprofit and Small Businesses

Oct 21, 2021 | 09:00 AM EDT View Details

IRS Representation Series - Circular 230 Ethics and Updates

(1)

Oct 21, 2021 | 09:00 AM EDT View Details

How To Accurately Prepare the 709 Gift Tax Return

(31)

Oct 21, 2021 | 09:30 AM EDT View Details

Demystifying the Magic of Deferred Taxes

(1)

Oct 21, 2021 | 09:30 AM EDT View Details

Understanding Cash Frauds

(5)

Oct 21, 2021 | 09:30 AM EDT View Details

Tax Strategies for Real Estate: Crucial Insights: Acquisition and Depreciation Strategies

(13)

Oct 21, 2021 | 09:30 AM EDT View Details

Mastering QBO For Accountants - Techniques,Tips & Tricks, Advance Learning

(12)

Oct 21, 2021 | 10:00 AM EDT View Details

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

(43)

Oct 21, 2021 | 10:00 AM EDT View Details

AICPA Code of Conduct in the Real World

(667)

Oct 21, 2021 | 10:00 AM EDT View Details

Savvy Social Security Planning: All You Need to Know About Social Security Claiming Strategies

(566)

Oct 21, 2021 | 10:00 AM EDT View Details

Excel Accountant: Filtering Data

(7)

Oct 21, 2021 | 10:00 AM EDT View Details

Individual Tax Update (Latest)

(684)

Oct 21, 2021 | 10:00 AM EDT View Details

Basics of Nexus: Understanding State Tax Issues

(1)

Oct 21, 2021 | 10:30 AM EDT View Details

Influencing Skills

(65)

Oct 21, 2021 | 10:30 AM EDT View Details

This Course is Also Available in Self Study (On-Demand)

Click Here

Course Description

A financial advisor should be a trusted individual who has complete transparency and who looks out for their client's best interests at all times. That said, many in this field are known for misrepresenting their credentials, using phony titles, or misstating facts to sell products. There's even a chance they're not licensed, or at best, barely qualified to give accurate advice. There are even some secrets that a financial advisor may not want you to be aware of, which can be costly to your clients in the long run.

With so much confusing terminology, such as Registered Investment Advisors (or "RIAs"), investment advisors, registered representatives, stockbrokers, and insurance agents, this online CPE webinar aims to teach the difference between all the different types of financial advisors and how they are compensated.

Key topics discussed in this CPE webinar:

  • Different types of financial advisors
  • Methods of compensation of different financial advisors
  • Questions to ask a financial advisor

Learning Objectives

  • To identify the different types of licenses
  • To identify terms, titles, and designations
  • To define compensation structures such as fees, commissions, revenue sharing, and proprietary investments
  • To determine the fiduciary vs. suitability standard
  • To determine how to lookup a financial advisor

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Business Owner
  • Business Student
  • CEO
  • Certified Public Accountant
  • CFO/Controller
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Estate Planners
  • Financial Planner
  • Personal Financial Specialist (PFS)
  • Young CPA

Testimonial

4.4

(240)
55%
34%
9%
2%
0%

JG

Great and informative session!

HN

myCPE is great

EF

I learned alot. Thank you so much. Very informative presentation.

VH

Very good webinar and very informative.

AA

Great!

DM

great platform, eazy to use