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
  • 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.

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

DESIGNED FOR
CPAs, financial planners, attorneys, insurance agents, bankers

FIELD OF STUDY
Specialized Knowledge & Application
Taxes

PREREQUISITES
None

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Intermediate

This course is available for your group as:

Group Live
 

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Or, contact BLI: 888-481-3500 or learn@blionline.org