Skip to main content

Integrating ESG Into Your Business

Available Until

CalCPA Webcasts

Online, OK 00000

Get Directions

1.00 Credits

Member Price $49

Non-Member Price $59

Overview

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course is to understand the latest on personal finance.

Highlights

  • Planning around new tax laws
  • ESG

    Prerequisites

    ? Basic to advanced knowledge of taxation and income tax planning for individuals and businesses.

    Designed For

    CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.

    Objectives

  • Understand the latest on regulatory requirements, investment strategies and theories in Environmental, Social, and Governance Metrics.
  • Learn how to leverage various tools and techniques to serve your clients better.

    Preparation

    ? None

  • Non-Member Price $59

    Member Price $49