Creating Trusted Planning Relationships 2024-25
Provider: CalCPA
Length: 50 minutes
Taxes
1 CPE Credits
Basic
QAS self study
Financial Planning
Welcome to Creating Trusted Planning Relationships. 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.