Pre-Conference Optional Workshop Additional Fee
PFP22101B4. Where are They Now?
To submit a question or participate in polling, click the link above. Three graduates will share their stories of progress since completing the workshop.
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
Date/Time
–
CPE Credits
1.0
NASBA Field of Study
Business Management & Organization
Level
Intermediate
Prerequisites
3-5 Years in the Profession
Advanced Preparation
None
