On-Demand
Designing a Work Program for Your Financial Planning Practice 2025-26
CPE: 2
Overview
Build a financial planning playbook that works.
This course shows you how to design a turnkey system for tackling real client challenges—from insurance and investments to taxes, retirement, and estate planning. You'll learn how to navigate tough decisions, develop practical solutions, and deliver high-impact PFP services across major accounting areas. Walk away with a ready-to-use framework tailored for business owners, high earners, Boomers, new retirees, and clients facing major life shifts.
Product Code
1000004118
Credit Type
CPE: 2CPE-Non-Technical: 2Format
Online Self-Study
Accessibility
Closed Captioning Available
Intended Audience
Financial professionals
NASBA Field of Study
Business Management & Organization
Level of Difficulty
Intermediate
Prerequisites
A basic understanding of finance.
Advance Preparation
None
Learning Objectives
Major Subjects
- Cash flow management and budgeting
- Planning for insurance, investments, education, income tax, employee benefits, retirement and estate planning.
- Implications for various specialty groups, such as closely-held business owners, highly compensated employees, Baby Boomers, newly retired individuals and those who are suddenly single due to divorce or being widowed.
Faculty
Jeffrey H. Rattiner
Jeffrey Rattiner CPA, CFP, is a nationally known speaker and author. He is president and CEO of The JR Financial Group, Inc., a nationally-acclaimed financial planning training firm that specializes on training CPAs, CFPs, financial advisors, and corporate executives on an array of planning topics including income tax, retirement, estate, divorce, investments, closely-held business owners, cash flow management, financial planning, creating a f...
More about Jeffrey H. Rattiner