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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Financial Planning Concepts and Techniques – Beyond the BasicsCOURSE ID: FPCT
DESCRIPTION

The field of Financial Planning is complex and includes many areas (tax and non-tax) that go beyond the traditional knowledge base of the CPA. This course provides the practitioner with an understanding of a variety of necessary issues and techniques in financial planning that all practitioners should know and understand that are beyond the basics.

DESIGNED FOR: CPAs, financial planners, attorneys, insurance agents, bankersFIELD OF STUDY: Specialized Knowledge & Application, TaxesLEVEL: IntermediatePREREQUISITES: NoneCOURSE PRODUCER: Werner-Rocca Seminars LTDCREDITS: 8.0OBJECTIVES:
  • To provide an understanding of issues and techniques in the area of financial planning that are beyond the basics but are necessary for the CPA to know and understand.
HIGHLIGHTS:

* Issues in adding investment services to a CPA practice * Teaching clients to understand how to manage risk in a plan * Understanding insurance needs and tax concepts (life, health and other insurance) * Understanding long-term care insurance * An overview of education funding issues * An overview of asset protection concepts and techniques * Common mistakes in financial planning and how to avoid them * Required minimum distribution rules

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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