Log Out

Financial Planning Software

 Tue, 09/24/2019 from 1:00 pm to 2:15 pm
20 / 2-90937
Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
Member Price
$79.00 Regular Registration
Your Price
$99.00 Regular Registration
Designed For:

Accounting and finance professionals, other non-IT professionals and business leaders interested in an overview of emerging technologies and their impact on CPA firms


Basic knowledge in financial planning advisory

This is an AICPA ENGAGE 2019 conference session rebroadcast. There is a revolution taking place in how advisors provide financial planning advice to clients, and how financial planning software is evolving. Join FinTech expert, Joel Bruckenstein and a panel of industry experts in this webcast as they discuss the evolution of financial planning advice and the software that supports it.

Delivery Method: Individual webcast
Program Level: Intermediate

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 AICPA.

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.