Creating Trusted Planning Relations

Overview

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course is to help keep you on top of recent developments, including how the new tax laws impact financial planning, tax management within investments and client communications by c reating Trusted Planning Relationships.

Highlights

? Planning Around New Tax Laws Creating Trusted Planning Relationships

Objectives

• Understand the latest on regulatory requirements, investment strategies and theories in a changing environment when c reating trusted planning relationships
• Learn how to leverage various tools and techniques to serve your clients better.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.