CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Personal Financial Planning For The Sophisticated CPA

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
5 Credits: Taxes

Course Description

CPAs are increasingly assisting their clients in developing financial planning strategies when preparing for the many uncertainties of a client’s life. In this course, you will learn a high-level, three-pronged approach to identifying and evaluating each client’s situation, determining the weaknesses and exposures that could exist for the client, and helping to implement sound financial planning recommendations to ensure that the client is following a very specific, tailor-made financial plan. Course presenter Jeff Rattiner will identify a unique approach for providing personal financial planning, which will elevate your services whether you’re performing the tasks yourself or supervising others. Advanced subject matter to be discussed includes understanding and following the personal financial planning process, as well as each of the key financial planning disciplines, including cash flow management, insurance, investments, retirement, estate, and education. Within each discipline, a technical review involving client exposures and recommendations will be discussed. Lastly, this course will help the CPA analyze the income tax return based on the financial planning issues of the client. This course is certain to sharpen your skills in financial planning so that you can effectively respond to the unique and demanding situations in which your clients find themselves.

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify a comprehensive and dynamic financial-planning process that can be implemented for clients in any financial situation
  • Determine how to diagnose, evaluate, and propose solutions to client issues
  • Discuss personal financial planning and all its subcomponents
  • Recognize how to incorporate tax planning strategies when addressing and evaluating financial planning issues
  • Identify how to analyze, evaluate, navigate, and recommend practical solutions to complex planning dilemmas
  • Recognize the financial planning ramifications when using Form 1040

Course Specifics

Course ID
WC18196701
Revision Date
November 14, 2019
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01528-20-O
IRS Federal Tax Law Credits: 5
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1425
CTEC Federal Tax Law Credits: 5

Course Instructor

Jeff Rattiner Headshot
Jeff Rattiner, CPA, CFP

Jeffrey H. Rattiner, BBA, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provides tax, financial planning, and money management services to individuals and financial planning professionals in Centennial, Colorado, and Scottsdale, Arizona. His Financial Planning Fast Track (FPFT) program, which provides professionals with the training necessary to become CFP® certificants, received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. He’s a frequent industry writer and speaker—producing books and CPE courses—and a columnist for Financial Advisor Magazine.

Personal Financial Planning For The Sophisticated CPA

Expert Instructors
CPE CREDITS
5 Credits: Taxes

$245.00

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
5 Credits: Taxes

Course Description

CPAs are increasingly assisting their clients in developing financial planning strategies when preparing for the many uncertainties of a client’s life. In this course, you will learn a high-level, three-pronged approach to identifying and evaluating each client’s situation, determining the weaknesses and exposures that could exist for the client, and helping to implement sound financial planning recommendations to ensure that the client is following a very specific, tailor-made financial plan. Course presenter Jeff Rattiner will identify a unique approach for providing personal financial planning, which will elevate your services whether you’re performing the tasks yourself or supervising others. Advanced subject matter to be discussed includes understanding and following the personal financial planning process, as well as each of the key financial planning disciplines, including cash flow management, insurance, investments, retirement, estate, and education. Within each discipline, a technical review involving client exposures and recommendations will be discussed. Lastly, this course will help the CPA analyze the income tax return based on the financial planning issues of the client. This course is certain to sharpen your skills in financial planning so that you can effectively respond to the unique and demanding situations in which your clients find themselves.

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify a comprehensive and dynamic financial-planning process that can be implemented for clients in any financial situation
  • Determine how to diagnose, evaluate, and propose solutions to client issues
  • Discuss personal financial planning and all its subcomponents
  • Recognize how to incorporate tax planning strategies when addressing and evaluating financial planning issues
  • Identify how to analyze, evaluate, navigate, and recommend practical solutions to complex planning dilemmas
  • Recognize the financial planning ramifications when using Form 1040

Course Specifics

Course ID
WC18196701
Revision Date
November 14, 2019
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01528-20-O
IRS Federal Tax Law Credits: 5
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1425
CTEC Federal Tax Law Credits: 5

Course Instructor

Jeff Rattiner Headshot
Jeff Rattiner, CPA, CFP

Jeffrey H. Rattiner, BBA, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provides tax, financial planning, and money management services to individuals and financial planning professionals in Centennial, Colorado, and Scottsdale, Arizona. His Financial Planning Fast Track (FPFT) program, which provides professionals with the training necessary to become CFP® certificants, received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. He’s a frequent industry writer and speaker—producing books and CPE courses—and a columnist for Financial Advisor Magazine.

Personal Financial Planning For The Sophisticated CPA

Expert Instructors
CPE CREDITS
5 Credits: Taxes

$245.00