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Adding Financial Planning to Your CPA Practice - v12 (Course Id 1941)

QAS / Registry
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Author : Walter G. Austin, Ph.D., CPA
Course Length : Pages: 44 ||| Review Questions: 30 ||| Final Exam Questions: 20
CPE Credits : 4.0
IRS Credits : 0
Price : $35.95
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Primary Subject-Field Of Study:

Business Management & Organization - Business Management & Organization for Course Id 1941

Description :

This course covers the process to be used when the CPA firm adds the service of Financial Planning for their clients.  It encompasses the areas of expertise needed by the CPA to be a professional Financial Planner. Coverage of the areas of the financial plan is provided through basic discussion of the concepts, theories, and definitions involved in the financial planning process. Guidelines are provided for the CPA's implementation of the financial planning process from the data gathering through the implementation of the financial plan to the periodic reviews. 

Usage Rank : 0
Release : 2022
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 15-Jan-2022
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - NASBA Registry - 1941

Keywords : Business Management & Organization, Adding, Financial, Planning, Your, CPA, Practice, v12, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

1. Introduce the CPA to the process of financial planning as a segment of their business and the determining of the client's personal and financial goals (Unit One).
2. Examine the various kinds of risks associated with investing (Unit Two).
3. Identify details of the data-gathering portion of the engagement (Unit Three).
4. Determine recommendations for the client (Unit Four).
5. Examine the different kinds of life insurance available and the guidelines as to which may be appropriate for the client (Unit Five).
6. Discuss the investment choices for the client and the time frame involved (Unit Six).

Unit 1
Engaging Client, Data-Gathering, and Determining Goals

    1. Introduce the CPA to the process of financial planning as a segment of their business and the determining of the client's personal and financial goals.

Unit 2
Various Risks Involved in Investing

    1. Examine the various kinds of risks associated with investing.

Unit 3
Other Information Gathered

    1. Identify details of the data-gathering portion of the engagement.

Unit 4
Determining Recommendations

    1. Determine recommendations for the client.

Unit 5
Insurance Needs

    1. Examine the different kinds of life insurance available and the guidelines as to which may be appropriate for the client.

Unit 6
Investment Selection

    1. Discuss the investment choices for the client and the time frame involved.
Course Contents :

Unit 1 - Engaging Client, Data-Gathering, and Determining Goals

Unit 1 Review Questions

 

Unit 2 - Various Risks Involved in Investing

Unit 2 Review Questions

 

Unit 3 - Other Information Gathered

Unit 3 Review Questions

 

Unit 4 - Determining Recommendations

Unit 4 Review Questions

 

Unit 5 - Insurance Needs

Unit 5 Review Questions

 

Unit 6 - Investment Selection

Unit 6 Review Questions

CPE Business Management & Organization Course: https://www.cpethink.com/practice-management-cpa-courses
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