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How to Become a CPA Financial Planner

  • 01/21/2021
  • 10:30 AM - 12:30 PM
  • Webinar - CALCPA


Registration is closed

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.

More Info


  • 8:30 AM How to Become a CPA Financial Planner
    • Jimmy Williams, CFP, CPA/PFS

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


  • 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
Level: Basic

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

Visit Us:

3100 South Columbia Road
Suite 500
Grand Forks, ND 58201

Contact Us: 

 (701) 775-7111
or (877) 637-2727

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