Adding Personal Financial Planning Services to Your CPA Practice Webinar
Dec 7
2:00 - 4:00 p.m.
Online
2-Other
CPE Credits
- Identify the factors necessary in determining whether it pays to add personal financial planning services to your practice.
- Determine the prerequisites in each area of personal financial planning.
- Determine how to set up, market and employ technology in a financial planning practice.
- Identify licensing and regulatory requirements necessary to operate in this environment.
Highlights
- Business structure of the practice
- Practice management
- Marketing
- Technology
- Licensing and regulatory requirements
- Personal financial planning process
Registration
PICPA Member: $79
Nonmember: $104
More Information
Course No.
4173178A
Level:
Overview
Prerequisites:
None.
Notes
The log-in instructions will be sent by the California Society of CPAs at least one day before the webinar.
Speaker(s)
Jeffrey Rattiner
JR Financial Group, Inc
Course No. 4173178A
Level: Overview
Prerequisites:
None.
Notes
The log-in instructions will be sent by the California Society of CPAs at least one day before the webinar.
Jeffrey Rattiner
JR Financial Group, Inc
