Course: Adding Personal Financial Planning to Your Practice
Authors: Jeffrey H. Rattiner, John P. Napolitano
Price: $79.95
CEUs: 2
Description: This course was designed especially for the CPA. The course provides a realistic look at the breadth of engagements involved in personal financial planning, describes the business and regulatory concerns, and shows you how to use your financial, analytical, and advisory abilities to create a business advantage with personal financial planning expertise.