The realm of financial planning extends beyond the rudimentary, encompassing a diverse array of areas spanning both tax and non-tax domains that surpass the traditional scope of a CPA’s expertise. This comprehensive course equips practitioners with a comprehensive understanding of an array of imperative issues and methodologies within financial planning, transcending the basics and deemed essential for comprehensive proficiency.
Course ID: FPCT
Financial Planning Concepts and Techniques – Beyond the Basics
Learning Objectives
- Identify and grasp the advanced issues and methodologies within financial planning, deemed indispensable for
participants to comprehend.
Major Topics
- Delving into the incorporation of investment services within a CPA practice.
- Equipping clients to effectively navigate risk management within their plans.
- Mastery of insurance requisites and tax implications, encompassing life, health, and other insurance categories.
- Proficiency in comprehending long-term care insurance dynamics.
- Gaining an overview of education funding considerations.
- Grasping asset protection principles and methodologies.
- Navigating and evading prevalent missteps in financial planning endeavors.
- Demystifying the complexities of required minimum distribution rules.
Who Should Attend
CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents
Fields of Study
TaxesPrerequisites
Moderate experience in financial planning