On-Demand
Creating Trusted Planning Relationships 2024-25
CPE: 1
Member
$49.00
Nonmember
$59.00
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Overview
Your clients rely on your expertise to mitigate risks and strategically position themselves for future financial success. This course is designed to keep you informed about recent developments, including the implications of new tax laws on financial planning, tax management within investments, and effective client communications through the establishment of 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