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Self-StudySELECT STARTING AT $150

Downloadable PDF

Credits: 10

Qualifies For:

$150

Textbook

Credits: 10

Qualifies For:

$165
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  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

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Complete Guide to Personal Financial Planning (CGFP)

  • Customer Rating
  • Field of Study
    Administrative Practice|Taxes
  • Level
    Basic
  • Credits
    10
  • Qualifies for

    CPE

Overview

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:

  • The Supreme Court DOMA decision: what it means for income tax rates, estate planning, Social Security, withholding, and other issues; open issues and questions
  • 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

Learning Objectives

Coming soon!

Who should take this course:

Designed for:

Prerequisite:

None

Advanced Preparation:

None

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  • Includes 1-, 2-, 3-, 4-, and 8-hour webinars, including Saturday and evening options

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