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!
Learn what it takes to become a CPA Financial Planner, and how to leverage various tools and techniques to better serve your clients.
•Market volatility impact
CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.
Basic knowledge of taxation and income tax planning for individuals and businesses.