PFP2511. Guiding Clients Through Investments: No Expertise Required

These objectives are designed to empower CPAs with the tools to facilitate investment conversations that are informative, supportive, and aligned with clients' financial needs, even without in-depth investment expertise. This session will incorporate polling, group discussion and Q&A.

Learning Objectives:

• Why you should ask about your client’s investments even if you don’t provide "investment advice”.
• Participants will develop skills in asking open-ended questions to uncover clients' financial goals, risk tolerance, and investment preferences, which will help them guide discussions and refer clients to experts as needed.
• How to use the tax return to help shape investment decisions with investment advisors.
• Attendees will gain a foundational understanding of how investments fit into the broader context of clients' financial plan, including retirement, tax planning, and wealth accumulation.