CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Shawn McCabe

Shawn McCabe, MBA, CFP®

MBA, CFP®

Director, CPAlliance
Lakeland,FL
  • 4.5
  • 1009 reviews
  • 2.3k Professionals Trained
  • 2 Courses

About Speaker Shawn McCabe, MBA, CFP®

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. 

  • Financial Advisory
  • Wealth Management
  • Retirement Planning
  • Financial Planning

4.5

(1009)
62%
33%
4%
0%
1%

KL

Interesting and informative webinar. While my current position does not permit working in this capacity, i have had financial planning advisory exposure in the past, and had taken the Series 65 exam. This is good information to keep on hand should I choose to pursue this line of work in the future.

PP

The confidence of the speaker was remarkable. He had a lot of examples of financial planning techniques. The pace of the webinar was reasonable. I received answers to all my questions. I am really impressed.

NY

Overall an interesting topic and presenter was approachable. I do wish there was more information on to become licensed, real-world examples and pros and cons of taking on the new role.

SW

I though the topic was great and very relative as I was looking into this option a while ago (however have decided to take my career in another direction). thanks

BD

I have considered getting into doing Financial Planning so this course provided great information especially on the different ways to get certified.

PW

Good delivery platform and content is timely and applicable to ongoing development of the profession.

TP

I thought the presenter did a great job delivering the information for the topic. It was to see if I was interested in moving this direction, so the topic was of interest. Gave a lot to think about, but I am uncertain if I will continue or not. It was a good presentation for me.

CM

It is excellent to have a piece of comprehensive information on Financial Planning as a career. With practical tips, it is bad to miss such a rich webinar experience. I recommend it.

RF

The webinar was informative and provided much of the broad level information and context I was looking for.

CG

This was a great session and it was interesting to see all the different career paths available to CPAs! and the presenter stayed on the subject while covering a number of related subject points. Well-thought-out polling questions checked my learning

TW

I enjoyed the presentation - very informative

MB

The presentation was interesting and informative.

NP

Very informative

WDGI

Coming toward end of my business career, I wish I had learned more of this subject many years ago. Seems like an extension of services I could have provided to many of my clients for both of our benefit.

EE

great

SK

Very good

JM

The content and instructor were excellent.

ML

very informative

TC

Great experience!

SC

great webinar

KH

I learned a lot and really enjoyed this webinar!

RV

He was spot on. The total presentation of slide show

JO

great

DM

wonderful platform

JH

Great CPE

KB

Great speaker! Lots of great information.

KY

very interesting and informative

PA

Shawn selected information that was well explained and understandable. Polling questions were also insightful and tied to the discussion which was great!

LK

Great content!

CN

Great webinar!

MY

N/A

TB

Would have like more information-maybe this could be longer

KL

Presenter was really knowledgeable about the topic and kept it at a high enough level to provide a concise understanding to the audience.

KM

Great material! Applicable to personal and professional life. The speaker did a fantastic job as presenting a semi-complicated topic!

MS

Flawless.

HYW

The session was very informative.

EA

Interesting discussion, clearly the speaker's area of expertise.

RT

Wowsers!

CP

This was a very informative webinar.

FW

Great instructor and very clear and relevant content

VN

This was definitely a great course for someone who is interested in what it takes to get started on the investment advisor path as a CPA.

JP

Speaker was very knowledgeable and content was great.

JK

It was an interesting course. It persuaded me not to become a financial planner. It is a great line of business for some, it is just not for me.

AA

Informative webinar where the respected Instructor explained the formalities and other practice details about how to exercise the role of RIA Registrated Investment Advisor to clients. Interesting, useful webinar and topic. Thanks

BS

good source of CPE for CPAs working more in the Financial planning field. I do not work there but found it very interesting

SF

great

RN

This course spent the majority of time on qualification, forms and requirements for becoming a financial advisor. If this is where you are, it is an excellent program and very well presented.

LG

It was a great program

ED

Great course.

JP

Good.

ZO

It was a great learning experience

FC

Great introduction for any CPA who is contemplating becoming a financial planner.

RB

As a firm grows, this is a good area for cross selling

RC

Interesting

KM

good

MA

Interesting material and opportunities. Thanks

CM

Great webinar, but I don't think I going to become a financial planner

SH

This was an interesting topic for consideration as a CPA.

JR

The service is very responsive, informative and helpful.

LL

Insightful, informative, detailed. Very helpful.

MB

none

BK

It's a good session whereas a CPA I could explore more option for financial planning.

KZ

great

SG

Great information to know

MS

This webinar gave me an opportunity to better assess how to add financial planning to my business

KS

Learned alot about the process in becoming a financial planner

LK

excellent topics

JL

no

JK

thank you for this offering

LS

VR

I appreciate the opportuning to acquire cpe hours at a low cost and on my schedule.

PS

Take this webinar especially if you're considering expanding your practice or expanding the services you offer your clients.

LS

NA

HS

Great ideas but I'm not certain I have the time or the energy to go through all the protocols

SA

Good informational data. Very broad in overview.

PJ

great job

SR

Good loads of information.

CWS

The information was good but not what I was expecting. I thought it would be geared more towards how CPAs can offer value in the financial planning space instead of the mechanics of becoming an RIA, etc. Great presenter though.

FS

N\A

SL

This was an excellent introduction to those of us who have thought about looking into financial planning as an addition to our careers. Thanks so much, Shawn!

TC

Great presentation!

MM

Very good.

CL

Great info by presenter. Clear and concise.

RPSC

GOOD LEARNING EXPERIENCE !

ZH

Good explanations

AL

This seems interesting to check it out but isn't what i do.

DM

This was a very insightful session. It helped me to understand the requirements needed to be satisfied by CPAs and others to become paid investment advisors.

PT

interesting to learn what else can a CPA do in their career path

BO

Excellent

PD

Good

PS

Good basic information provided.

SD

Thought the program was well thought out.

AB

stop using CPE webinars to help clients get business. I don't want my email or phone number being used just because I signed up for a CPE webinar.

PL

Good

TB

Very well done presentation, easy to understand and content nicely presented

TM

Informative and Interesting!

BC

Provided great info regarding the requirements for becoming a CPA financial planner.

DL

Great insight into area that I enter in the future

DCI

Good Webinar. However, the server issues when trying to complete the evaluation is a serious problem. Links are broken, and the server connectivity is spotty.

DK

It was good to have a knowledge on the field.

FT

It was a beginning step towards financial planning.

DD

A good webinar to contemplate a new revenue stream.

BP

Interesting presentation.

MF

This webinar had good, relevant content.

FR

This platform always has great webinars

CH

Satisfied

KM

The sound and viewing experience were both good. Content was informative.

SL

The platform and experience was fine, I just lost interest in the content quickly as I realized it was specific to the US only and quickly realized it was not a career path I was interested in.

FA

the program was good,, a bit light on details of certification exams, reporting obligations and how to utilize the certification.

JM

Program was not as detailed as I expected

YP

informative

JG

N/A

CM

Basically an advertisement

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