Personal Financial Planning Update: General Financial Planning Update | PFPUGOD16

Product Code :
Format :
Level :
Designed For :
CPAs who want to develop a strong foundation and learn the latest issues in the various disciplines of personal financial planning.
Field of Interest :
Specialized Knowledge
Prerequisite :
Knowledge or experience working on basic financial planning strategies.
Credits :
2.00 CPE
Description :
Our clients' personal financial planning issues are developing so quickly that it is difficult to keep up with the many new approaches needed in a continually changing environment. Part of the CPA's challenge is to help clients stay on top of their goals, while managing expectations. This course focuses on updating CPAs to the newest changes in personal financial planning as it relates to insurance, investments, education, retirement, estate, cash flow management, divorce, closely held businesses and other relevant topics. Critical topics, including planning for education, divorce, charitable, special circumstances, business owners and highly compensated executives will be discussed. The webcast was originally broadcast on June 28, 2016. Note: There is a minimum passing rate of 70% for this course.
Objectives :
  • Identify the latest financial planning trends in the marketplace and learn how to apply them.
  • Determine how to evaluate insurance concerns and provide practical recommendations.
  • Recognize investment strategies and strategies to evaluate the marketplace.
  • Determine financial planning issues relevant to Form 1040.
  • Identify estate planning opportunities and suggest plans of action.
Major Topics :
  • Personal financial planning process
  • Cash flow management
  • Insurance, investment, income tax, retirement and estate planning
  • Closely held business owner strategies
Advanced Prep :
About the Author :
Rattiner Jeffrey H. - <p>Jeffrey H. Rattiner, CPA, CFP, is president and CEO of The JR Financial Group, Inc., a nationally-acclaimed financial planning training firm that specializes on training CPAs, CFPs, financial advisors, and corporate executives on an array of planning topics including income tax, retirement, estate, divorce, investments, closely-held business owners, cash flow management, financial planning, creating a financial planning practice, and many others. His Rattiner’s Financial Planning Fast Track™, Inc., has been the industry-recognized boot camp for CPAs, financial advisors, and other industry-wide financial services professionals interested in becoming Certified Financial Planners (CFPs) for over 28 years. He has authored eight books in the industry, including such popular titles as <i>Getting Started as a Financial Planner, Personal Financial Planning for Divorce, Financial Planning Answer Book</i>, and <i>Rattiner’s Financial Planner’s Bible</i>. An avid and entertaining speaker, he lectures nationally to CPA firms, employees of financial services organizations, advisors within banks, brokerage firms, mutual fund families, insurance companies, and consumer groups. Rattiner worked previously for the CFP Board, ICFP and AICPA PFP Division.</p>