Surgent's Raising Financially Capable Children

Available Anytime

Location: Online

2Credits

Technical Business

Registration is Open

FICPA Members

~~$89.00 Regular Price~~

Nonmembers

$119.00 Regular Price

Please Login to Register

Please Select co-workers you wish to register from the list:

	Name	Email	Firm Office

Product Code: SU24-RFC2-SSWC

Level: Basic

Vendor: Surgent

Field of Study: Specialized Knowledge

Overview:

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, their first contact is to 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.

Objectives:

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

Major Topics:

Discussion of the importance of a financial education for the next generation
Understanding a client’s financial values
Determining a client’s financial literacy
Helping clients develop a teaching roadmap
Using knowledge to protect against entitlement
Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play
Discussion of specific topics, including tips and tricks related to:
- Allowances
- Earning, work, and entrepreneurship
- Spending, saving, and investing
- Philanthropy
- Taxes
- Credit cards

Designed For:

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

Prerequisite:

None

Additional Info:

You will receive an email from info@surgent.com with instructions on how to log onto your course shortly. If you do not receive the email within the hour, please check your spam filter.

For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email info@surgent.com. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.