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.
Registration for this course has passed.
Course Pricing
WYOCPA Member Fee
$49.00
Non-Member Fee
$59.00
Your Price
$59.00
Upcoming Courses
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Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 25-26
January 22, 2026
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Comprehensive Passive Activity Losses (PAL) 25-26
January 22, 2026
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Retirement Advising: Accumulation and Decumulation Strategies 25-26
January 22, 2026
View all upcoming courses