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Adding Personal Financial Planning Services to Your CPA Practice (4163178B)
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Is it time to begin adding personal financial planning services to your existing practice? Join us and gain the necessary skills to assess whether adding these services your practice makes sense. We'll discuss the benefits and potential pitfalls of creating this type of entity; the skills of how to develop the appropriate infrastructure; and the appropriate type of entity and licensing requirements.

 Export to Your Calendar 1/20/2017
When: 12:00 pm - 2:00 pm
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


Online registration is available until: 1/19/2017
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Acronym PFPCPA
CPE 2
Category
Management
Level Overview
Vendor CalCPA
Who should attend CPAs exploring the possibility of adding personal financial planning services to their practices.
Prerequisite
None
Fees: Early Bird
Standard
Member N/A
$60
Non-Member: N/A
$94

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description:
Is it time to begin adding personal financial planning services to your existing practice? Join us and gain the necessary skills to assess whether adding these services your practice makes sense. We'll discuss the benefits and potential pitfalls of creating this type of entity; the skills of how to develop the appropriate infrastructure; and the appropriate type of entity and licensing requirements. We'll take a look at associating with appropriate financial services companies and professionals, staffing, technology, networking and other features of launching this new service, as well as the six steps of the financial planning process and how to apply them to each planning discipline.

Major Topics:

  • Business structure of the practice
  • Practice management
  • Marketing
  • Technology
  • Licensing and regulatory requirements
  • Personal financial planning process

Objectives:

  • Identify the factors necessary in determining whether it pays to add personal financial planning services to your practice.
  • Determine the prerequisites in each area of personal financial planning.
  • Determine how to set up, market and employ technology in a financial planning practice.
  • Identify licensing and regulatory requirements necessary to operate in this environment.

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