PFP22101B2. Technology Topics for PFP

To submit a question or participate in polling, click the link above. Core technology offerings to consider (financial planning software, client relationship management software, document management software, etc.) Major industry trends Emerging technologies

Learning Objectives:

• Recognize the future of services to individuals
• Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
• Recall tips to effectively communicate with clients
• Identify compliance, technology and practice management considerations
• Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses