Defining Your Role as a Financial Adviser
Plan to attend the best and most advanced personal financial planning conference in the industry.
This seminar has been designed and developed to help you gain practice management and business development knowledge, and translate new ideas into a profitable practice that provides clients with quality personal financial planning services.
Learn from experts every step of the way. Explore six personal financial planning business models and hear insights from successful CPAs who have built their practices to provide the highest value for their clients. You'll also hear from compliance, technology and practice management experts who will provide the step-by-step guidance you need to be most successful in providing these services.
Who Should Attend
Implementing Personal Financial Planning Services Seminar + Main Conference
You can choose to attend Implementing Personal Financial Planning Seminar as a separate event, or stay for the remainder of the AICPA Advanced Personal Financial Planning Conference January 19-21 for an additional $695.
Purchase the Bundle (Select Product Code: PFP15FUNDCONF)