Financial Planning: Challenges For The Astute CPA FLEXCAST
Available Until
Your Desk
2.0 Credits
Member Price $98.00
Non-Member Price $113.00
Overview
CPAs are increasingly assisting their clients in developing financial planning strategies when preparing for the many uncertainties of a client’s life. CPAs also find themselves working with other high-level professional advisors to complement the unique and demanding situations in which clients find themselves. Learn a high-level three-prong approach as the astute CPA to identifying and evaluating a client’s particular situation, determining the weaknesses and exposures that could exist for the client, and in helping to implement sound financial planning recommendations to ensure that the client is following a very specific and tailor-made financial plan by the CPA
Highlights
Personal financial planning. Insurance issues. Selecting insurance companies.
Prerequisites
None.
Designed For
CPAs, financial professionals, enrolled agents and attorneys.
Objectives
Identify a comprehensive and dynamic financial planning process that can be implemented for clients in any financial situation. Determine how to diagnose, evaluate and propose solutions to client issues. Develop an understanding of personal financial planning and all of its subcomponents. Describe how to incorporate tax planning strategies when addressing and evaluating financial planning issues. Identify how to analyze, evaluate, navigate, and recommend practical solutions to complex dilemmas. Understand the financial planning ramifications when examining Form 1040.
Preparation
None.
Notice
This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
Leader(s):
Leader Bios
Jeffrey Rattiner, JR Financial Group Inc
Jeffrey Rattiner is president and CEO of the JR Financial Group, Inc. which is a multi-purpose firm serving the financial services industry. Jeffrey provides income tax and financial planning and money management services to consumers. HE is the founder of the nationwide Financial Planning Fast Track® educational programs that train advisors to become Certified Financial Planner licensees in an accelerated alternative format. Mr. Rattiner has authored Rattiner’s Review for the CFP Certification Examination Fast Track Study Guide, Rattiner’s Financial Planner’s Bible for John While & Sons, Adding Personal Financial Planning to Your Practice for American Management Association, and Personal Financial Planning Library for Harcourt Professional Publishing. He is also a monthly columnist for Financial Planning Magazine. Mr. Rattiner has served in director capacities in several industry organizations including the Institute of Certified Financial Planners, and the Certified Financial Planner Board of Standards in Denver, CO. and the Personal Financial Planning Division of the AICPA in New Your City.
Non-Member Price $113.00
Member Price $98.00