There are specific financial planning strategies that should be implemented at different stages of life. This program will analyze strategies that should be considered at each stage (Under 40, 40-55, and 55+).
Course ID: FPWC
Financial Planning Strategies for Life Wealth Cycles
- Incorporate an update on the latest tax developments, rules and regulations affecting financial planning strategies.
Income tax planning Wealth transfer Investment planning Retirement planning Insurance and risk management
DESIGNED FORCPAs in public practice and industry seeking an update on the latest developments affecting personal financial planning.
FIELD OF STUDY