On January 22, CalCPE is hosting their inaugural Advi$or: Personal Financial Planning Virtual Conference.
This pre-conference workshop is perfect for anybody just beginning their financial planning careers or colleagues looking to expand into this area.
Jimmy Williams, CPA/PFS, CFP®, CEO of Compass Capital Management, will teach participants about investment planning, market volatility impact, considerations and handling bias.
Learn what it takes to become a CPA Financial Planner, and how to leverage various tools and techniques to better serve your clients.
- Investment planning
- Market volatility impact
- Handling bias
Registration is closed. Please contact ISCPA at 208-344-6261 or email email@example.com if you have any questions.
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