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
-
Walter Haig's Personal Financial Health Checkup
May 20, 2024
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The Power of Women's Networks
May 20, 2024
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IRS Revenue Officers, Field Collection, and Best Practices
May 20, 2024
View all upcoming courses