Financial Planning Trends and Opportunities for Clients
Available Until
Self-study
2.00 Credits
Member Price $69.00
Non-Member Price $89.00
Overview
Passive income doesn’t require substantial capital’it can begin with expertise. In The Passive Income Playbook, Paul Mladjenovic, CFP® Board Emeritus, outlines a practical framework for turning intellectual capital into recurring revenue. The course also connects income creation to core financial planning topics, including bonds, dividends, tax reporting, and self-employed retirement strategies. Designed for accounting and finance professionals, this session expands your approach to income diversification, tax efficiency, and long-term financial resilience.
Highlights
- Cash flow management and budgeting
- Insurance
- Investments
- Education
- Income tax
- Retirement
- Estate Planning
- Closely-held business owners
- Marriage, cohabitation and divorce
Prerequisites
None.
Objectives
- Learn how to structure your practice to cover all of the financial planning bases
- Determine well-thought-out financial plans for your clients
- Determine how your clients can best manage their cash flow and budgeting during the New Norm
- Determine how to assess and provide specific planning advice on the "newly defined retirement"
- Explore the "real" critical aspects of estate planning and where the focus should be
Preparation
None.
Notice
This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.
Non-Member Price $89.00
Member Price $69.00