CGFP
SURGENT McCOY's COMPLETE GUIDE TO PERSONAL FINANCIAL PLANNING
The purpose of this
practical course is to provide CPAs with a roadmap to personal financial
planning engagements. The course is essential for any CPA looking to establish
or enhance a personal financial planning practice.
Major topics
include:
- Client goal
setting -- A comprehensive set of worksheets and checklists that aid
the planner and the client in setting objectives
- Registering with
the SEC as an investment adviser and the exemptions available for the
CPA
- Retirement planning
and wealth accumulation -- How to avoid common pitfalls and retire rich
- The ten most common
mistakes when investing for retirement
- Estate planning
-- How to apply the tax and nontax strategies used most by planners
today
- Tax planning and
tax computations -- Fundamentals, compliance, special rules, tax characteristics
of business forms, tax planning strategies
- Nursing home planning
-- Decision making during incapacity, choosing and financing nursing
home care
- Disability insurance
in the financial plan
- Many of the 106
knowledge requirements for the comprehensive CFP® exam
Level
of knowledge: Basic
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