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Adding Financial Planning to Your CPA Practice

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Overview / Abstract:

This course covers the process to be used when the CPA firm adds the service of Financial Planning for their clients. It encompasses the areas of expertise needed by the CPA to be a professional Financial Planner. Coverage of the areas of the financial plan is provided through basic discussion of the concepts, theories, and definitions involved in the financial planning process. Guidelines are provided for the CPAs implementation of the financial planning process from the data gathering through the implementation of the financial plan to the periodic reviews.


Nov 07, 2017


Accounting , Financial Advisor CE, Office Management , Business & Management





Credits / Hours


Presenters / Authors / Faculty

Walter G. Austin, Ph.D., CPA

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