Cancelled: Financial Planning Concepts and Techniques – Beyond the Basics (111101-12)
Description
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
