Setting Realistic Client Goals in Personal Financial Planning

Course Details


Monday, October 7, 2019

5:30am – 7:30am
(Registration: 5:00am)

Field of Study

Specialized Knowledge

Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




Focus on developing real-world applications under various case study scenarios to guide clients in the development of long-term solutions and strategies.

How realistic are clients about personal financial planning? Are set goals truly attainable? What is your role in managing the process and what is yoiur accountability?  It's all about setting and managing client expectations. Create a model to aid in identifying exposures and providing keen insights and recommendations to tackle those problems.

Materials are provided as an ebook for this course.


  • Personal Financial Planning
  • Insurance Planning
  • Investment Planning
  • Education Planning
  • Income Tax Planning
  • Retirement Planning
  • Estate Planning


  • Determine how to work with clients involving their personal financial planning concerns.
  • Develop practical strategies to determine client exposures and provide appropriate recommendations in planning for insurance, investments, income tax, retirement, estate and education.
  • Identify how to incorporate personal financial planning as a vital part of your practice.
  • Determing how to monitor the process to ensure that the client is on track to achieve long-term goals.

Designed For

CPAs and financial planning professionals.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $94.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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