Designing a Work Program for Your Financial Planning Practice 2025-26

Overview

Build a financial planning playbook that works. This course shows you how to design a turnkey system for tackling real client challenges - from insurance and investments to taxes, retirement, and estate planning. You’ll learn how to navigate tough decisions, develop practical solutions, and deliver high-impact PFP services across major accounting areas. Walk away with a ready-to-use framework tailored for business owners, high earners, Boomers, new retirees, and clients facing major life shifts.

Highlights

• Cash flow management and budgeting
• Planning for insurance, investments, education, income tax, employee benefits, retirement and estate 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 due to divorce or being widowed.

Prerequisites

A basic understanding of finance.

Objectives

• Analyze and evaluate complex financial planning problems to recommend effective solutions.
• Apply the Rattiner "PIPRIMr" System to understand and address client exposures within the Personal Financial Planning (PFP) process.
• Develop strategies to help clients remain focused and avoid overreacting to financial planning challenges.

Preparation

None