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A New Paradigm in Personal Financial Planning

In order to meet the ever-changing needs of your clients, reimagine your role as their trusted adviser by providing them a set of new services that are not only engaging and logical but also offers a holistic approach to their financial needs.

In the online class Building a Fee-for-Service Personal Financial Planning Practice, you will be provided step-by-step guidance, consulting, classroom instruction, coaching and ongoing mentoring to assist you in the transition. You also will learn how to go from blueprint to building and implementing a personal financial planning practice: either stand-alone, or as a complement to your existing tax practice.

This class is taught by Susan CPA/PFS, MAcc and Tom Tillery, MA Ed, MSFS, AEP®, CFP®, ChFC®, CLU®, LUTCF®, CRPC® who have provided Fee-for-Service personal financial planning for over 15 years. They have assisted CPAs in the implementation of personal financial planning services into their tax practices and have also trained entrepreneurial CPAs in establishing and building their own stand-alone personal financial planning firms.

The fee-for-service personal financial planning model has become the new paradigm in personal financial planning models. This model permits the CPA personal financial planner to offer personal financial planning services independently and objectively and perfectly aligns with the tax and other services the CPA is currently offering their clients.

Clients, now more than ever, are turning to their CPAs for all types of financial advice— from advising on PPP loans for their businesses to questions on asset protection and risk management in all areas of their life. The truth is: CPA’s who have attained the PFS credential are being sought out like never before.

If you have your PFS credential and haven’t formalized your personal financial planning service offering yet; or you’ve passed the PFS exam or PFP Certificate Courses and want to know how to begin offering personal financial planning services in a Fee-for-Service model, this new one-of-a kind-course was specifically created for you.

In it, you will discover —

• how to offer a holistic approach to your clients for their personal financial needs,

• how to offer personal financial planning at a professional level, and

• how to offer personal financial planning without managing assets or selling products.

Participants will receive live online training, as well as the tools and experiential knowledge needed to begin offering Fee-for-Service personal financial planning services within 30 days of completing the course.

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