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Surgent's Raising Financially Capable Children

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 06/03/2025 from 10:00 am to 12:00 pm
 Wed, 08/27/2025 from 2:00 pm to 4:00 pm
 Thu, 10/16/2025 from 1:00 pm to 3:00 pm
 Tue, 11/25/2025 from 10:00 am to 12:00 pm
 Tue, 12/23/2025 from 1:00 pm to 3:00 pm
 Mon, 01/12/2026 from 10:00 am to 12:00 pm
 Thu, 02/12/2026 from 2:00 pm to 4:00 pm
 Wed, 03/18/2026 from 2:00 pm to 4:00 pm
Designed For:

Accounting and finance professionals who want to help clients better prepare the next generation

Prerequisite:

None

This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients' children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, clients' first contact is with their accounting and financial professionals, so it is important to be able to provide a framework to help teach clients how to prepare their children for life with privilege.This course is designed for all practitioners who want to help their clients navigate the process of teaching the next generation about personal finances. Because every family and child are different, it is critical to develop a specific plan for each client, and likely each child and grandchild. By working with their clients' descendants, accounting and finance professionals not only build rapport and trust but also get to know the children and grandchildren, building firm value and long-term connection. With new and updated information and tactics, professionals can learn best practices to engage clients and their children.

Delivery Method: Individual webcast
CPE Credit: Specialized knowledge
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Understand the importance of financially capable children
  • Be familiar with the basic elements of financial education
  • Deal with the most common questions and answers
  • Recognize how to build a stronger relationship with clients

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.