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Using Form 1040 as a Guide to Making Financial Planning Recommendations

  • Accountant
  • AFSP
  • CRTP
  • CFP (US)
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • LPA
  • CSA
  • Maryland Tax Preparer
  • ERPA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS

Published: February, 2022

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  • Course Description
  • Course Qualification
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Course Description

Overview