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22WC-0953: Designing a Work Program for Your Financial Planning Practice (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Friday, December 9, 2022
Time 12:00pm - 2:00pm
Central Time
Location Online
CPE credits CPE 2.0
of study
Business Management & Organization - Non-Technical (2.0)
Standard Member Fee $79.00
Standard Nonmember Fee $109.00


Master the challenges of developing a prototype program similar to the work programs we used as CPAs in this most uncertain environment in today's world of personal financial planning. Attend this course and you will understand the key issues and uncomfortable decisions you need to confront for your clients, as well as how to arrange for logical and practical solutions for an environment that is like no other. Learn how to develop a turnkey approach to help you identify, analyze and recommend what you need to do for yourself and your clients. You will discover how to successfully provide PFP services in a rapidly changing economy for both the major accounting disciplines and the most common client groups. You'll discuss topics ranging from planning for insurance, investments, education, income tax, employee benefits, retirement and estate planning. You will consider specific planning implications for various specialty groups, such as closely held business owners, highly compensated employees, Baby Boomers, newly retired individuals and those who are suddenly single as a result of divorce or being widowed.

Who should take this program?

Financial professionals

Major subjects

  • Cash Flow Management and Budgeting Planning for Insurance Investing Income Tax Education Retirement and Estate

Learning objective(s)

  • Understanding of personal financial planning regarding:
  • How to analyze, evaluate and recommend solutions to complex problems, some of which have never been seen before
  • Serving as an independent sounding board for your clients
  • Ensuring clients remain focused and stay the course when overreacting to personal financial planning dilemmas
  • Basic disciplines of technical financial planning
  • Diagnosing client issues and concerns and developing recommendations
  • Understanding the PFP Process: The Rattiner "PIPRIM" System for evaluating exposures
  • Insurance, investments, employee benefits, retirement and estate planning


Course code Code 22WC-0953
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Level Intermediate
Format Group Internet Based
Prerequisites Prereq. A basic understanding of finance

If you have questions about this event, please call us at 952-831-2707.

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