How to Become a CPA Financial Planner

Join CalCPA on January 21 for a special pre-conference workshop the day prior to our inaugural Advi$or: Personal Financial Planning Virtual Conference. This workshop will focus on How to Become a CPA Financial Planner.

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Agenda:

Designed for: CPAs, CFPs, attorneys and other financial advisers who desire to offer financial planning services.

Objectives:

• Learn what it takes to become a CPA Financial Planner, and how to leverage various tools and techniques to better serve your clients.

Major subjects:

• Investment planning
• Market volatility impact
• Handling bias

Prerequisites: Basic knowledge of taxation and income tax planning for individuals and businesses.

Developer:  CalCPA
CPE Credits: 2
Area of Study: Taxes
Instructors:  Jimmy Williams, CFP, CPA/PFS