Colby Fischer is an innovative leader with more than a decade of experience in the field of corporate finance

John C. Pintozzi celebrated for over 35 years of success in his industry

Chris Chakford, Founder and CEO of Divergent Capital Asset Management, with over 29 years of experience in financial markets, explains the importance of considering these non-traditional investments to enhance portfolio performance and manage risk.

Organizer: Government Finance Officers Association of British Columbia
Location: Online

Epicor has acquired DSPanel, a global provider of cloud-based Financial Planning and Analysis (FP&A) solutions and existing Epicor ISV partner.

By Stephen Dombroski, Director of Food and Beverage Markets, QAD.

For many business organizations, internal departments working independently of one another is the norm. This norm creates siloed day-to-day functions and rigid disconnects in processes. This is especially true when it comes to sales and operations planning (S&OP).

Get your finances on track and prepare for the new year

The book is designed to help individuals and households making $75,000 to $400,000 in 2016.

Outliving one's resources is top retiree fear, says MainStreet Financial Group

The book is helpful to middle and upper middle income U.S. persons and households, and is especially helpful to self-employed persons.

After years of failed self-regulation, the Federal Government has imposed a watchdog on the financial planning sector. But will FASEA be able to stop conflicted payments and poor advice where many others have tried and failed?

Why we created Financial Planning Education for Accountants : A Fast Track to the CFP^® Examination

Your clients require help in managing their personal finances. They need complete financial planning services and who is better positioned to provide that service than you? As their accountant, you've earned your client's trust and respect. Helping them to manage their retirement and wealth is a natural step forward. By offering complete personal financial services, you'll serve their needs better, while enhancing your business practice. The modular curriculum of our accredited CFP Education Program enables you to focus on topics that are least familiar or where you may require an update. This saves you time. Accountants with three years of related industry experience may qualify to challenge FPSC’s CFP Examination. If so, you can use this educational product to fully prepare to earn your CFP designation. You can also use it simply to add to and update your financial planning knowledge for everyday use.

Content: There are a total of 19 modules provided in the CCH/Advocis CFP qualifying program. Ten modules are strongly recommended for accountants. They include areas of personal financial services that you may not have studied recently, or at all, or encountered in prior work experience. These topics were selected by accounting experts and survey respondents. They stated that having this knowledge would help them add significant value for their clients. There are also nine optional modules which present the remaining topics covered in the FPSC CFP Examination Blueprint.

Self-study and Online Self-Testing: In addition to receiving four bound volumes of printed educational content, you obtain online access to the testing portion of the qualifying program. With two opportunities to test yourself over a period of one year, you’ll know what to review further and when you are ready to sit for the CFP Examination.

Significant savings: Four complete texts and one year of self-testing for $795. If you qualify to challenge the CFP Examination, you can obtain this learning at half of the price of the full registration fees of the complete qualifying program..

If you would like more details about this product, or would like to order a copy online, please click here.