Comprehensive Curriculum

Covering all essential aspects of financial planning to enhance your skills and knowledge.

Expert Guidance

Learn from industry experts and gain practical insights to excel in your career.

Interactive Learning

Engage in hands-on activities and case studies for a deeper understanding of financial planning concepts.

About the Course

This course provides CPAs with a foundational understanding of personal financial planning concepts essential to serving individual and small business clients. Topics include budgeting, risk management, retirement planning, investment principles, tax-aware strategies, and estate basics. The course is designed to help CPAs identify key planning opportunities and support clients in developing long-term financial goals.

Curriculum

6 Chapters · 10 Lessons

  1. 1

    Course Introduction

    1. (Included in full purchase)

      Course Syllabus

  2. 2

    Module 1: Overview of Financial Planning and the CPA’s Role

    1. (Included in full purchase)

      Overview of Financial Planning and the CPA’s Role

    2. (Included in full purchase)

      Module 1 Reinforcement and Knowledge Checks

  3. 3

    Module 2: Budgeting, Cash Flow, and Risk Management

    1. (Included in full purchase)

      Budgeting, Cash Flow, and Risk Management

    2. (Included in full purchase)

      Module 2 Reinforcement and Knowledge Checks

  4. 4

    Module 3: Retirement Planning and Investment Fundamentals

    1. (Included in full purchase)

      Retirement Planning and Investment Fundamentals

    2. (Included in full purchase)

      Module 3 Reinforcement and Knowledge Checks

  5. 5

    Module 4: Tax Considerations and Estate Planning Basics

    1. (Included in full purchase)

      Tax Considerations and Estate Planning Basics

    2. (Included in full purchase)

      Module 4 Reinforcement and Knowledge Checks

  6. 6

    Final Exam

    1. (Included in full purchase)

      Final Exam

Ready to Elevate Your Financial Planning Skills?

Enroll now to gain access to expert guidance, interactive learning, and a comprehensive curriculum that will transform your career.

$7.99

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