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Course Level :Basic
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Credits :6
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Pre-requisites :None
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Advance Preparation :None
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:
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.
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.
Accounting Manager, 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”
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.
31 Ratings
GM
Dec 27th, 2023
good, comprehensive content