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Trusted by 250,000+ Professionals
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!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
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
Select the topics of your interest to receive Webinars/Virtual Events/E-Books/Podcasts of your interest.
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.
With the increased demand and projected growth of personal financial planning services in areas such as estate, retirement, risk management, and investments, CPAs are quite possibly the single most important decision-makers for individuals and businesses, and it is time to realize that we do more than taxes. There is an entire profession of CPA financial planners dedicated to advising clients on the financial decisions that will impact every facet of their lives.
The demand for CPA Financial Planners has never been greater and will persistently grow over the next decade as legislation tightens, money in motion accelerates, and the tax and financial planning industry continues to consolidate.
This CPE Finance course will show you how serving your existing clients as a financial planner and an investment advisor will increase your profit, diversify your business, balance your workload, create long-lasting and engaging relationships with your best clients, and improve your overall value.
Director, CPAlliance
After serving ten years of active military service and completing a combat tour in Afghanistan, Shawn started his career in financial planning and investments in 2007. Joining the industry at the beginning of the “Great Recession” allowed him to quickly learn that the stock market can be unpredictably cruel, and at the same time, extremely rewarding to those who stayed the course. Also, during that time, he and his clients became an invaluable part of each other’s lives. They relied on him to get them through the worst markets in years. He learned more about life, trust, perseverance, and the undeniable need for clients to have genuine and executable plans.
As a Financial Advisor and the CPAlliance™ Director with CPS Investment Advisors, Shawn’s passions and
profession are aligned. He gets to enrich and grow the CPAlliance™ program by helping CPAs become CPA financial planners and teach them how to help clients
achieve or protect their financial independence. His ability to understand and breakdown the most complex problems, along with his broad professional
experience, uniquely equips him to be the perfect coach, mentor, and trainer for the CPAlliance™ members, as well as, advise clients on how to achieve and
protect their financial independence.
When he’s not helping CPAs and clients plan and execute, he can be found spending time endurance training (or
binge watching the next great Netflix series) with his wife Amy, playing guitar, and singing worship tunes with Emma, watching Isabella make pyramids with her water ski team, or rooting Ethan on as he plays Lacrosse for his high school.
Shawn earned a Bachelor’s Degree in Business Administration and an MBA from Saint Leo University. He earned a
Certificate in Financial Planning from Florida State University and became a CERTIFIED FINANCIAL PLANNER™ professional in 2011.
Duration
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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.
64 Ratings
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KA
Dec 12th, 2022
I love the wide variety of topics offered by myCPE.
LS
Dec 28th, 2023
Thank you!
SN
Mar 6th, 2023
good
JK
Jan 24th, 2023
na
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