Financial Planning Technology: Where Are We and Where Are We Going? (Personal Financial Planning Conference)
ON-DEMAND
Online
1-Other CPE Credits
Earn CPE anywhere!
Hear Robert Alan Moore, MS, CFP take a deep dive
into the current and emerging trends in technology for financial planners.
Attendees will learn how to keep their firms relevant and efficient in the digital age.
You will hear about the following:
Overview of existing types of technology available to
advisors
Leading technologies in each major tech category
A look into future technology
Registration
PICPA Member: $29 Nonmember: $39
More Information
Course No.
ON-DEMAND
Level:
Update
Prerequisites:
None
Notes
You will have up to 90 days after the date of purchase to complete the course and take the exam.