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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
Financial Planning is a vital part of Financial Management. Planning is the first function of management. Before embarking on any venture, the company must have a plan.
Before initiating a new business, the organization puts an immense focus on the topic of Financial Planning. Financial planning is the plan needed for estimating the fund requirements of a business and determining the sources for the same. It essentially includes generating a financial blueprint for the company’s future activities.
This CPE Finance course will discuss the various definitions of financial planning. Financial planners and those interested in performing financial planning services will understand the legislative history of the profession. It includes regulations not only for tax purposes but for asset preservation, privacy, and planning to assist a client in a position to best protect their families.
In this online Continuing Education webinar, speaker Warren Bergstein will explore the ethical standards by which planners are expected to follow and observe in all of their work.
Key topics Covered:
This CPE course will prepare the audience for the next CPE courses in the series that explore the systematic process in a step approach, communication techniques needed to implement the initial plan to the client; as well as continuous monitoring of the plan.
Partner, Adelman Katz & Mond LLP
More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his New York City firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers Business School. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams. He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily
Duration
Course Level
Instructional Method
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.
192 Ratings
Excellent
108
Very Good
59
Average
17
Poor
2
Terrible
2
JC
Jan 4th, 2024
Great course. It really gives an overview of financial planning and gives a beginning understanding of what this area is about.
ZVU
Apr 19th, 2024
I enjoyed taking the financial planning course it was very informative and will help me in my area of work.
TR
Dec 10th, 2023
Well done covering materials which are not real exciting!
TA
Dec 27th, 2023
Great overview - well presented covering the baasics
SS
May 12th, 2023
Great course to get involved in Financial Planning
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