CPE for Today's CPA - Client Interview (scheduled webinar)

  • Credits: 1
  • Format: Scheduled "Live" Webinar
  • Field of Study: Specialized Knowledge
  • Author/Speaker: Werner | Rocca

Course ID: Advanced Preparation: Experience Level:
WR-130.LW None Overview
Published Date: Program Prerequisites: Other Course Formats:
© April 2020 Understanding of Management OnDemand Webinar | Live Webinar

COURSE DESCRIPTION

During this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients' needs and the reason for his/her decisions. This allows you the ability to understand why they may or may not agree with some of your recommendations as well as possibly lead you to more options after understanding their needs. Knowing your clients' background will help you address their needs and concerns so when you put a financial plan together with them or advise them of potential asset protections this may both you and your client will have a clearer understanding.

Who Should Attend:

  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Tax Return Preparers (TRPs)

Qualifies and Approved with All State Boards of Accountancy and the following sponsorship’s:

NASBA