Description
Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course is to understand the latest on personal finance.
Highlights
• Planning around new tax laws • ESG
Objectives
• Understand the latest on regulatory requirements, investment strategies and theories in Environmental, Social, and Governance Metrics. • Learn how to leverage various tools and techniques to serve your clients better.
Course Pricing
WYOCPA Member Fee
$49.00
Non-Member Fee
$59.00
Your Price
$59.00
Upcoming Courses
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Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation
October 21, 2024
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The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
October 21, 2024
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Walter Haig's Personal Financial Health Checkup
October 21, 2024
View all upcoming courses