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.
Experience the next level of ICPAS Ondemand Learning - Virtual
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.