The Fundamentals of Personal Financial Planning series will help you gain fundamental knowledge in all core elements of personal financial planning to better serve your existing clients with expanded services, as well as, and earn new clients looking for personal financial planning.
In this CPE self-study series, you will learn about a broad spectrum of personal financial planning topics and how they each relate to Statement on Standards in Personal Financial Planning Services:
Financial planning process and standards
Estate and charitable planning
Investment and education planning
Retirement and elder planning
Risk management and employee and business-owner planning
In the process, consider how to reshape your services by increasing staff proficiency, understanding, and awareness in these areas, enabling you firm to expand services, increase revenue, and strengthen your brand.
This series will help you deepen your client relationship for higher client satisfaction and retention, spread revenue stream and workloads throughout the year, rather than concentrating most work around tax deadlines; and, create a foundation for additional indepth training on the areas to build additional proficiency.
Format: Voiceover Powerpoint, Audio
Other qualified professionals