November 15, 2023


2 Total CPE Credits


Webinar (CA): Designing a Work Program for Your Financial Planning Practice 2023

  • Instructor

    Jeffrey Rattiner

Learning Objectives

• Analyze, evaluate and recommend solutions to new and complex problems
• Serve as an independent sounding board for your clients
• Ensure clients remain focused and stay the course rather than overreact to personal financial planning dilemmas
• Learn basic disciplines of technical financial planning
• Diagnose client issues and concerns and develop recommendations
• Understand the PFP Process: The Rattiner "PIPRIM®" System for evaluating exposures

Major Topics

• Cash Flow Management and Budgeting
• Planning for Insurance
• Investing
• Income Tax
• Education
• Retirement and Estate Planning
• Employee Benefits

CPE Credits Available

Total CPE
Business Management & Organization

Things to Know About This Course

Course Level

  • Intermediate


A basic understanding of finance 

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Financial professionals


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

Please login to register.