Mobile Edition

Adding Personal Financial Planning Services to Your CPA Practice (4173178A)

Date:Thursday, December 7, 2017
Time:2:00 PM - 4:00 PM
(Registration at 1:30 PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Jeffrey H. Rattiner
Vendor:California CPA Education Foundation
Course Level:Overview
Early Bird Price:$60.00 FICPA Members, $90.00 Non-Members


Financial Planning Opportunities are presenting themselves more often than ever. Clients are looking for that one-stop shop where they can have all their financial concerns addressed by a competent financial professional. Is it time to begin adding personal financial planning services to your existing practice? Gain the necessary skills to assess whether adding these services makes sense. This course examines 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. 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.

  • 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.

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

Who Should Attend:

CPAs exploring the possibility of adding personal financial planning services to their practices.


Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.