Financial Planning: Much Closer Than You Think

Overview

In this 2-hour interactive course, learn how Microsoft’s Copilot brings artificial intelligence into Excel to streamline workflows, automate tasks, and uncover insights faster. Through hands-on demos and real-world examples, you’ll see how Copilot boosts productivity, improves accuracy, and enhances decision-making. Whether you’re new to Excel or an experienced user, you’ll leave with practical strategies to integrate Copilot into your daily work and elevate your data analysis skills.

Highlights

• How close is a typical CPA to financial planning —
• Tax-related financial planning activities
• Retirement Planning and financial planning activities CPAs perform

Prerequisites

None.

Objectives

• Recognize services that integrate elements of financial planning and examine what CPAs already do in a typical accounting practice and their complementary skills
• Identify tax and estate planning opportunities for retirement plans
• Determine minor additions that CPAs can add to support their client's goals and enhance the current planning experience

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.