Financial Planning: Best Practices | CPE Online

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Financial Planning: Best Practices Webinar

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Available Formats:

Live Webinar
Self-Study
Live Webinar

$219

CPE Credits: 8 Hours
View Dates
Overview
Objective
Emphasis
View Dates
Overview

In a world moving at warp speed, the ability to filter out the noise and focus on what truly matters is critical to developing a sound financial plan. This fast-paced webinar will help you to:

  • Understand the financial planning process
  • Identify and select goals
  • Plan ahead by gathering pertinent information
  • Learn about different account types

 

Objective

To help CPAs and other financial professionals make sound, informed decisions regarding investment and tax planning, asset allocation, portfolio rebalancing, risk management, education funding and retirement planning.

Emphasis
  • Understanding the client’s personal and financial circumstances
  • Financial bucket lists
  • Factors for planning
  • Budgeting
  • Risk tolerance
  • Investments
  • Stocks and bonds
  • Building your profile
  • Insurance
  • Retirement planning
  • Estate planning
  • Social Security
  • Case studies of real-life scenarios
    – Rainy day/protection bucket
    – Specific Purchase Bucket
    – Education goals
    – Retirement bucket
    – Estate funding bucket
View Dates
Date Time Subscriptions
Tue, Nov 3, 2026 Code WO151KCPR02026 8:30 AM – 5:00 PM CT Register
Wed, Nov 4, 2026 Code WO151KCPR01026 8:30 AM – 5:00 PM ET Register
Fri, Nov 6, 2026 Code WO151KCPR03026 8:30 AM – 5:00 PM PT Register
Sat, Nov 7, 2026 Code WO151KCPR01126 9:00 AM – 5:30 PM ET Register
Wed, Nov 11, 2026 Code WO151KCPR01226 8:30 AM – 5:00 PM ET Register
Fri, Nov 13, 2026 Code WO151KCPR03126 8:30 AM – 5:00 PM PT Register
Mon, Nov 16, 2026 Code WO151KCPR03226 8:30 AM – 5:00 PM PT Register
Tue, Nov 17, 2026 Code WO151KCPR01326 8:30 AM – 5:00 PM ET Register
Thu, Nov 19, 2026 Code WO151KCPR03326 8:30 AM – 5:00 PM PT Register
Mon, Nov 23, 2026 Code WO151KCPR01426 8:30 AM – 5:00 PM ET Register
Tue, Nov 24, 2026 Code WO151KCPR03426 8:30 AM – 5:00 PM PT Register
Fri, Nov 27, 2026 Code WO151KCPR01526 8:30 AM – 5:00 PM ET Register
Sat, Nov 28, 2026 Code WO151KCPR02126 9:00 AM – 5:30 PM CT Register
Tue, Dec 1, 2026 Code WO151LCPR01026 8:30 AM – 5:00 PM ET Register
Wed, Dec 2, 2026 Code WO151LCPR03026 8:30 AM – 5:00 PM PT Register
Thu, Dec 3, 2026 Code WO151LCPR02026 8:30 AM – 5:00 PM CT Register
Sat, Dec 5, 2026 Code WO151LCPR01126 9:00 AM – 5:30 PM ET Register
Tue, Dec 8, 2026 Code WO151LCPR01226 8:30 AM – 5:00 PM ET Register
Wed, Dec 9, 2026 Code WO151LCPR01326 8:30 AM – 5:00 PM ET Register
Fri, Dec 11, 2026 Code WO151LCPR03126 8:30 AM – 5:00 PM PT Register
Tue, Dec 15, 2026 Code WO151LCPR01426 8:30 AM – 5:00 PM ET Register
Wed, Dec 16, 2026 Code WO151LCPR02126 8:30 AM – 5:00 PM CT Register
Sun, Dec 20, 2026 Code WO151LCPR03226 9:00 AM – 5:30 PM PT Register
Wed, Dec 23, 2026 Code WO151LCPR01526 8:30 AM – 5:00 PM ET Register
Thu, Dec 24, 2026 Code WO151LCPR03326 8:30 AM – 5:00 PM PT Register
Sat, Dec 26, 2026 Code WO151LCPR02226 9:00 AM – 5:30 PM CT Register
Tue, Dec 29, 2026 Code WO151LCPR03426 8:30 AM – 5:00 PM PT Register
Wed, Dec 30, 2026 Code WO151LCPR01626 8:30 AM – 5:00 PM ET Register
Sat, Jan 2, 2027 Code WO151ACPR01027 9:00 AM – 5:30 PM ET Register
Thu, Jan 7, 2027 Code WO151ACPR01127 8:30 AM – 5:00 PM ET Register
Wed, Jan 13, 2027 Code WO151ACPR01227 8:30 AM – 5:00 PM ET Register
Mon, Jan 18, 2027 Code WO151ACPR02027 8:30 AM – 5:00 PM CT Register
Thu, Jan 28, 2027 Code WO151ACPR03027 8:30 AM – 5:00 PM PT Register
Thu, Feb 4, 2027 Code WO151BCPR03027 8:30 AM – 5:00 PM PT Register
Sat, Feb 6, 2027 Code WO151BCPR03127 9:00 AM – 5:30 PM PT Register
Mon, Feb 8, 2027 Code WO151BCPR01027 8:30 AM – 5:00 PM ET Register
Mon, Feb 15, 2027 Code WO151BCPR02027 8:30 AM – 5:00 PM CT Register

Available Formats:

Live Webinar
Self-Study
Live Webinar

$219

CPE Credits: 8 Hours
View Dates

This course is included in the following subscriptions:

Valid Subscriptions:
Not available
Anytime Subscription
Self-Study Subscription
Combo Subscription
Evening/Weekend Subscription

Need more than one course? Upgrade to a subscription and save.

View Subscriptions
Prerequisite
None
Level of Knowledge
Overview
CPE Credits
8 Hours
NASBA Field of Study
Finance
CPE Subscriptions: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Subscription options that align with your schedule, no matter how busy you are. 

 

Learn More

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Financial Planning: Best Practices Self-Study Webinar

share icon
Link Copied!

Available Formats:

Live Webinar
Self-Study
Self-Study

$219

CPE Credits: 11 Hours
Add To Cart
Overview
Objective
Emphasis
Overview

In a world moving at warp speed, the ability to filter out the noise and focus on what truly matters is critical to developing a sound financial plan. This self-study webinar will help you to:

  • Understand the financial planning process
  • Identify and select goals
  • Plan ahead by gathering pertinent information
  • Learn about different account types
Objective

To help CPAs and other financial professionals make sound, informed decisions regarding investment and tax planning, asset allocation, portfolio rebalancing, risk management, education funding and retirement planning.

 

DETAILED LEARNING OBJECTIVES

• Identify the financial planning process

• Recognize the characteristics of a financial plan

• Recognize the parameters in which a CFP must function

• Recognize potential conflicts of interest in the financial planning area

• Identify the basis from which financial plans are developed

• Identify the role of a budget in financial planning

• Identify the role of risk in the various stages of an individual’s investment life 

• Recognize the negative aspects of being risk adverse in the context of investing

• Recognize rules of thumb regarding risk tolerance and investing over time

• Identify the primary factors for financial planning 

• Recognize the financial planning community’s rule of thumb regarding emergency savings

• Identify certain characteristics of the cost of college

• Identify the role of income tax planning in financial planning

• Recognize the role of debt as it pertains to college graduates

• Recognize the characteristics of college 529 plans

• Identify the role of UGMA/UTMA accounts in education planning

• Recognize the significance of fees in investment returns

• Recognize the relationship between bonds and prevailing interest rates

• Recognize the characteristics of investment “packaged products” 

• Identify investment products’ relative liquidity

• Identify the characteristics of annuities

• Identify the advantages and disadvantages of annuities

• Recognize the types of fees often associated with annuities

• Identify the role of life insurance in financial planning

• Identify life insurance products offering the best value for premium dollars

• Identify those individuals most likely to benefit from investing in a life insurance policy

• Recognize the relative likelihood of the need for disability insurance

• Recognize the characteristics of long term care insurance policies

• Identify those circumstances indicating the need for long term care insurance

Emphasis
  • Understanding the client’s personal and financial circumstances
  • Financial bucket lists
  • Factors for planning
  • Budgeting
  • Risk tolerance
  • Investments
  • Stocks and bonds
  • Building your profile
  • Insurance
  • Retirement planning
  • Estate planning
  • Social Security
  • Case studies of real-life scenarios
    – Rainy day/protection bucket
    – Specific Purchase Bucket
    – Education goals
    – Retirement bucket
    – Estate funding bucket

Available Formats:

Live Webinar
Self-Study
Self-Study

$219

CPE Credits: 11 Hours
Add To Cart

This course is included in the following subscriptions:

Valid Subscriptions:
Not available
Anytime Subscription
Self-Study Subscription
Combo Subscription
Evening/Weekend Subscription

Need more than one course? Upgrade to a subscription and save.

View Subscriptions
Prerequisite
None
Level of Knowledge
Overview
CPE Credits
11 Hours
NASBA Field of Study
Finance
CPE Subscriptions: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Subscription options that align with your schedule, no matter how busy you are. 

 

Learn More

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