Demonstrate your value by coordinating your clients’ advisers, a skill-set which will always be in demand and appreciated.
In this self-study course narrated by Tom Tillery, you will learn how to simplify the roles of the various advisers and put the client at ease.
Updated for the Tax Cuts and Jobs Act of 2017, this course examines the monitoring and updating phase of the investment planning engagement and discusses some of the types of advisers the personal financial planner may be working with, as well as the integration of the investment plan with the other areas of personal financial planning.
Format: Voiceover PowerPoint, Audio
CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.