Designing a Work Program for Your Financial Planning Practice 2024

Overview

Do you want to master the challenges of developing a prototype program similar to the work programs we used as CPAs? Attend this course and you’ll learn the key issues and uncomfortable decisions you must confront for your clients and how to arrange logical and practical solutions in an environment like no other. You’ll also learn to develop a turnkey approach to identify, analyze and recommend what you need to do for yourself and your clients and discover how to successfully provide PFP services in a rapidly changing economy for major accounting disciplines and the most common client groups. We’ll explore planning for insurance, investments, education, income tax, employee benefits, retirement and estate planning. You’ll consider specific planning implications for various specialty groups, such as closely-held business owners, highly compensated employees, Baby Boomers, newly retired individuals and those who are suddenly single due to divorce or being widowed. Participating in this program gives you a “ready-to-use approach” to working through these critical financial planning issues in an orderly fashion.

Highlights

• Cash flow management and budgeting
• Planning for insurance
• Investing
• Income tax
• Education
• Retirement and estate planning
• Employee benefits

Prerequisites

A basic understanding of finance ?

Designed For

Financial professionals

Objectives

• Analyze, evaluate and recommend solutions to new and complex problems
• Serve as an independent sounding board for your clients
• Ensure clients remain focused and stay the course rather than overreact to personal financial planning dilemmas
• Learn basic disciplines of technical financial planning
• Diagnose client issues and concerns and develop recommendations
• Understand the PFP Process: The Rattiner "PIPRIMr" System for evaluating exposures

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.