Knowing the numbers gets you in the door - a financial planning interview with a qualitative touch can keep you there for years to come. For clients, planning the lifestyle that they want takes an advisor who understands their goals in addition to the means.
The 2014 Tax & Financial Planning Conference prepares you to be the advisor of choice with breakout sessions covering updates on current and potential legislation, market outlooks, estate planning developments and much more for up to 16 hours of CPE Credit.
View the brochure.
The Tax & Financial Planning Conference qualifies for up to 16 hours of CPE credit, subject to approval by the Department of Business and Professional Regulation. The type of credit depends on concurrent track chosen. CLE Credit to be awarded by The Florida Bar. The number of credit hours is to be determined.
The FICPA will be seeking CFP® and Insurance credit approval for certain content. Please check this website for future updates on the credit approval process.
Conference materials are available electronically as PDFs, making them easily available to view on your personal tablet or e-reader. Download the materials in advance and enjoy the convenience of going paperless. Electronic materials will be emailed 7 days before the conference.
Follow the FICPA on Twitter @ficpa and use #ficpaTFP to tweet about this conference.