How to Become a CPA Financial Planner

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  • Date/Time
    • Jan 21, 2021
    • Sign In: 9:00am (MT)
    • Program: 9:30am - 11:30am (MT)
    • Add to Calendar
  • Location
    • Your Computer
      Your Space
      ISCPA / CalCPE Webinar, ID 00000
  • Credits
    • 2.00
  • Credit Type(s)
    • Taxation (2.00)
  • Prerequisites
    • Basic to advanced knowledge of taxation and income tax planning for individuals and businesses.

  • Vendor
    • California CPA Education Foundation
  • Level
    • Beginning
  • Fields of Study
    • Taxation


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.

Designed For

CPAs, CFPs, attorneys and other financial advisers who desire to offer financial planning services.


  • 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

Advanced Prep


Register Now

Registration is closed. Please contact ISCPA at 208-344-6261 or email if you have any questions.



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