Currently, all CPE and networking events are offered virtually only. Visit our updated catalog »

Webinar(CA): How to Become a CPA Financial Planner

Description

Join CalCPA on January 21 for a special pre-conference workshop the day prior to our inaugural Advi$or: Personal Financial Planning Virtual Conference. This workshop will focus on How to Become a CPA Financial Planner. Topics covered include: •Investment planning •Market volatility impact •Handling bias • And more!

Learning Objectives

Learn what it takes to become a CPA Financial Planner, and how to leverage various tools and techniques to better serve your clients.

Major Topics

•Investment planning
•Market volatility impact
•Handling bias

Provider
California CPA Education Foundation
Course Level
Basic
CPE Field of Study
TBD
Who Should Attend

CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.

Prerequisites

Basic knowledge of taxation and income tax planning for individuals and businesses.

Advanced Preparation

None

Location
Webinar
Event Information
When
Jan 21, 2021
9:30 am - 11:30 am MST
Location
Webinar
Total CPE Credits
8
Format
Webinar

MEMBER


$ (% off)
$99.00

NON-MEMBER


$ (% off)
$119.00
Become A Member

Register for this Event

Webinar(CA): How to Become a CPA Financial Planner


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×