Designing a Work Program for Your Financial Planning Practice

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.