Engaging Client, Data-Gathering, and Determining Goals
Various Risks Involved in Investing
Other Information Gathered
Determining Recommendations
Insurance Needs
Investment Selection
Course Description
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:
Basic discussion of concepts
Theories
Definitions
Guidance for the implementation of financial planning process that are essential in the financial planning process.
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.
Learning Objectives
To introduce the CPA to the process of financial planning as a segment of their business and the determining of the client's personal and financial goals.
To identify details of the data-gathering portion of the engagement.
To examine the various kinds of risks associated with investing.
To examine the different kinds of life insurance available and the guidelines as to which may be appropriate for the client.
To determine recommendations for the client.
To discuss the investment choices for the client and the time frame involved.
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
Mike Goossen
Advisor, Columns4success
Mike has more than 30 years of experience as a CPA. As Vice President at Entigrity Remote Staffing, he has advised 500+ accounting firms in leveraging remote working and offshore staffing for higher growth and profitability. He is also the author of “Principles of High Performance Leadership”
About Company
Columns4success
Columns 4 Success is the result of 30 years of Business experience and ongoing education since I graduated from Fresno State in 1984. Through out those years it has been proven that successful organizations have four things in place. These four things are Leadership, Strategic Focus, Employee Development and Sound Financial Management. I call them Columns 4 Success.
Our mission is to bring life and business into balance through leadership development, strategic planning, employee development and sound financial management for business owners, executive's and the people they lead.
FAQ
myCPE self-study(text-based) courses are online.
The self-study(text-based) format allows you to access the material online 24/7 and study at your own pace.
As per NASBA guidelines, you have one year from date of registration to complete each program.
Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.
Refund/Cancellation Policy
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
Please email to help@my-cpe.com in case of any self study program queries.
