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CPE onDemand Course

This is a CPE onDemand course.
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This module can be applied to both the 40-hour on-demand access pass and the 4-hours of free CPE that all ICPAS members are eligible to receive.

Available Until:

10/1/2020

Registration Open:

onDemand

Time:

onDemand

Facility:

onDemand

Meeting Type:

CPEOnDemand

CPE Credit:

1.00

Field(s) Of Study:

Specialized Knowledge (1.00)

Level of Knowledge:

Not Available

Price:

Member: $25.00
Nonmember: $45.00

Discounts available:

Not Available

Overview

Recorded on: 10/28/15

This course guides CPAs through the process of discovering the best way to offer financial planning services to their clients.  The goal of the course is to help CPAs retain clients who trust them as financial advisors and grow their practices by offering additional services.  Whether you want to directly offer financial planning services or refer your clients to partners, this course will help you chart your course to success.

Bonus Feature!

Experience the next level of ICPAS Ondemand Learning - Virtual Role-Playing Course

With ICPAS’ new Virtual Role-Playing course, you can practice your financial planning skills in simulated encounters with video-based role players.

Here’s how it works: The video-role player asks you questions that actual clients would ask in a conversation about your financial planning services.  Based on your responses to those questions, you are given feedback and guided through learning exercises to develop your skills.

Experience the Virtual Role Playing Course-and see why the future of learning is here…today at the Illinois CPA Society.

Speaker(s)