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Best Financial Planning Ideas for Individuals in 2016 (FPII)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Advisory Services
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    CPE

Overview

Explore the latest highly recommended financial planning strategies and barriers to their implementation. CPA financial planners will learn how to better help their clients achieve their financial planning goals in 2016 and beyond. This course will also provide CPA financial planners with revenue generating post-tax season client engagement activity.

Major Topics:

  • Goal setting
  • Overcoming implementation obstacles
  • Employee's selection of employer benefits
  • Latest retirement income strategies
  • Budgeting for health care costs in retirement
  • Life, health, disability, and long-term care planning recommendations
  • Latest education planning techniques

Learning Objectives

  • Identify priorities among a list of financial planning goals
  • Properly plan for achieving financial planning goals
  • Help select planning priorities
  • Assist in applying planning strategies and avoid implementation obstacles
  • Avoid common financial planning mistakes
  • Determine if you can add value to a client’s financial planning team
  • Learn tips for recommending and recruiting outside experts to the financial planning team

Who should take this course:

Designed for:

CPA financial planners

Prerequisite:

None

Advanced Preparation:

None

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