Financial Planning Training for CPA's who are not Financial Planners
THE PROBLEM: In the mind of the general public, CPA's are perceived as being knowledgeable about anything related to money. However, when it comes to personal financial planning, many CPA's have not received a formal training about what it is, who does it, how it works and the various financial planning compensation methods. With formal training, CPA's who are not in the field of financial planning could help themselves personally and also become part of the AICPA's national financial literacy movement.
Who is this training for?
(a) CPA's of any age who have not had a formal training in financial planning
(b) CPA's who want to be more competent at helping family, friends, relatives
and co-workers who have questions and concerns about their financial
(c) CPA's who are early on in their career and need to put a solid financial
plan in place
(d) CPA's interested in becoming part of the AICPA's financial literacy
(e) the accounting firm's support staff who need to get more out of what they
What you'll learn:
(a) the five critical tools, the five critical steps and the ten simple steps related
Get a detailed description
to financial planning
(b) the critical advisors you'll need throughout your life and the questions to ask
when working with them
(c) the most common financial planning pitfalls and how you and your family
can avoid them whether you are struggling to save, trying to invest or
planning for retirement
(d) how to maximize the return on your investments and 401(k)
(e) the critical estate planning steps required to plan for a comfortable
(f) how the psychology of money management affects financial planning
decisions...and much, much more.
of the modules covered in this training.
What you'll get:
(a) CPE Credits: Earn up to 8 Credits with full attendance. Field of Study
Subject Area is six (6) credits for Administrative Practice, and two (2)
credits for Personal Development
(b) a full day training, a 300+ page workbook, access to FAI's Financial Info
Portal for 12 months and ongoing access to FAI's Scam Alerts
Advanced preparation: none
Program level: Basic
Delivery Method: Group-live
Financial Awareness Institute (FAI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (ID # 108978). Gary Tagtmeier is the main instructor for FAI. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, Website: http://www.nasba.org
Complaints regarding FAI and Gary Tagtmeier can be directed to our customer support department by calling (630) 963-7000, or by writing to the address below.
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