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Adding Financial Planning to your practice

Mike Goossen


  • CPA (CA)
  • CPA (US)

Published: March, 2021

Before starting this self study program, please go through the instructional document.


  • 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.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Certified Financial Planner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Director
  • Finance Pros
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Finance
  • Young CPA