Adding Financial Planning to your CPA Practice

Adding Financial Planning to your CPA Practice


$50 – 6 CPE Credits

Feel free to browse, but you need to purchase this Course for any CPE credit.





Please Read through the following before beginning:

1. Click “Begin CPE Course.”
2. You will be redirected to PayPal to pay for your CPE Course.
3. On your receipt, look on the bottom and find, ” Click Here to Navigate to Course.”
4. The Course you purchased is now unlocked. Read the Articles to Unlock the Quiz.
5. If you have read the articles in the magazine, please click through each lesson to access the Quiz.
6. Once you have completed the Quiz, with a passing score, you will be able to print your Certificate.
7. All certificates will be available under the “My Profile” Tab to Print at a later date.
8. If you have any Questions, contact us at 1-888-610-1144


The following are topics covered by this CPE quiz:

  1. Introduce the CPA to the process of financial planning as a segment of their business and the determining of the client’s personal and financial goals.
  2. Examine the various kinds of risks associated with investing.
  3. Identify details of the data-gathering portion of the engagement.
  4. Determine recommendations for the client.
  5. Examine the different kinds of life insurance available and the guidelines as to which may be appropriate for the client.
  6. Discuss the investment choices for the client and the time frame involved.
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