Currently, all CPE and networking events are offered virtually only.
Visit our updated catalog »
Narrated by Tom Tillery, this self-study course illustrates how the client’s attitude toward their financial goals and investment risk directs the personal financial planner in the creation of the investment plan. Updated for the Tax Cuts and Jobs Act of 2017, this three-part course covers:
Format: Voiceover PowerPoint, Audio
CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.
None.
None.