On-Demand
Creating Trusted Planning Relationships 2024-25
CPE: 1
Overview
Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future.
This course is to help keep you on top of recent developments, including how the new tax laws impact financial planning, tax management within investments and client communications by creating Trusted Planning Relationships.
Product Code
1000003424
Credit Type
CPE: 1CPE-Technical: 1Format
Online Self-Study
Intended Audience
CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.
NASBA Field of Study
Taxes
Level of Difficulty
Basic
Prerequisites
Basic to advanced knowledge of taxation and income tax planning for individuals and businesses.
Advance Preparation
None.
Learning Objectives
Major Subjects
- Planning Around New Tax Laws Creating Trusted Planning Relationships
Faculty
Ed Drake
As a veteran wealth management and family business services leader, Ed provides a range of services based on each client’s specific needs, including integrated coaching, multi-generational estate planning, tax planning, business management, investment oversight, accounting and generational personal planning services. His primary goal is to provide service that is grounded in an integrated, client-centric approach and unique management process.
More about Ed Drake