Becoming a CPA Financial Planner
Overview:
The "Becoming a CPA Financial Planner" course is designed for CPAs, Accountants, and Financial Professionals.
This program was developed by Shawn McCabe at CPS Investment Advisors.
The course has been approved for up to one ( 01 ) hour(s) of Technical Business CPE credit.
Objectives:
Entering the business of Financial Planning and Investments may seem daunting to many. Apart from the skepticism towards the business itself, there is a fear of staying compliant as well as disrupting current business with a time-consuming process.In this presentation, you will learn why and how a CPA can become a financial planner by interpreting what a financial planning business should be and the processes to follow to stay compliant with regulators and assist your clients with financial planning.
Instructors:
Designed For:
CPAs or accounting professionals
Prerequisite:
Some familiarity with accounting
Additional Info:
Thank you for registering for the "Becoming a CPA Financial Planner" OnDemand course. You can begin immediately by going to the 24/7 Learning Library portal at https://ficpa.courselaunch.io and logging in with your current FICPA member login credentials.
Your course or courses should be immediately available after you login.
If you have any issues, please let us know by submitting a ticket through the Support link and we will assist you as quickly as possible.
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