Focus on developing real-world applications under various case study scenarios to guide clients in the development of long-term solutions and strategies.
How realistic are clients about personal financial planning? Are set goals truly attainable? What is your role in managing the process and what is yoiur accountability? It's all about setting and managing client expectations. Create a model to aid in identifying exposures and providing keen insights and recommendations to tackle those problems.
PICPA Member: $79
Nonmember: $104
Course No. 4193384A Level: Overview
Prerequisites: None.