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Creating Comprehensive Personal Financial Plans

Business

Creating Comprehensive Personal Financial Plans

Course 40853A · 2 hrs · CPA

Developing a well-constructed personal financial plan requires more than technical knowledge—it demands a thoughtful client experience and a structured process. This course walks through the key elements of building a complete financial plan, including client engagement strategies, planning frameworks, and how to identify and address diverse client financial needs. CPAs and tax professionals who want to deliver more holistic guidance to clients will find this course directly applicable to their day-to-day advisory work.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA
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NASBA Area: Finance

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Creating Comprehensive Personal Financial Plans
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