The National Association of Tax Professionals

The National Association of Tax Professionals

A To Z Guide to Financial Planning

  • Topic(s): Basic, Intermediate
  • Presenter(s): Delmar Gillette
  • Session#: 930-02
  • Session Length: 100 Minutes
  • Program: 2010 National Conference
  • Date: Jul 21, 2010
Product Name Price
AudioPoint MP4 (download)
$24.95
Audio MP3 (download)
$15.95

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A To Z Guide to Financial Planning - Details:

This is an encore presentation of an A to Z Guide to Financial Planning. The presentation time is longer and the course is modified to better cover the material. The field of financial planning has a hodgepodge of legal, tax, insurance, and investment terms unique to its industry. This session will not teach you how to become a financial planner, but it will help you better understand the jargon used in the industry. As a result, you'll be better prepared to assist your clients, not only during tax season, but throughout the year and for years to come.