Many business owners wish they could get financial planning advice from their accountants, but practitioners have often held back, concerned about risk, conflicts of interest, or simply lack of time. As compliance gets commodified, however, firms will need to start establishing a position for themselves at this crucial nexus of client need.
CPE Credit Information
Subject Area: Specialized Knowledge
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
