Course ID: FPCT

Financial Planning Concepts and Techniques – Beyond the Basics

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.

Learning Objectives

Recognize the issues and techniques in financial planning that are beyond the basics but are necessary for the participant to know and understand.

Major Topics

  • 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

Who Should Attend

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Fields of Study



Moderate experience in financial planning


Werner-Rocca Seminars LTD

CPE Credits




This course is available for your group as:


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