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2022 AICPA & CIMA ENGAGE

PFP22101B4 - Where are They Now?


Jun 5, 2022 1:00pm ‐ Jun 5, 2022 1:50pm


Standard: $79.00

Description

Three graduates will share their stories of progress since completing the workshop.

Learning Objectives:
  • Recognize the future of services to individuals
  • Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
  • Recall tips to effectively communicate with clients
  • Identify compliance, technology and practice management considerations
  • Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses

Moderator(s):

Speaker(s):

Tags: PFP
Category: Pre-Conference Optional Workshop Additional Fee

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