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 offered by a 3rd party vendor. Login instructions will not be accessible in the My CPE Tracker section of the ISCPA website. Login instructions will be emailed directly to you by California Education Foundation (CalCPA).