$49.00
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
1 Credits: Communications & Marketing
Course Level
Basic
Format
Self-Study Video
Course Description
In the realm of accounting and finance, trust is not just a virtue, it’s a necessity. Are you facing challenges in establishing yourself as the “most trusted adviser” among your clients? This prevailing issue often stems from a gap in perception and reality. Our 1-hour on-demand webinar, “It’s All About Trust” is the key to bridging this gap. We delve deep into the heart of practitioner-client relationships, exploring the dynamic of trust in various client scenarios and experiences. This CPE webinar course doesn’t just highlight the problem; it offers a comprehensive solution. You will learn to understand and reshape the perceptions clients have of practitioners. More than that, we will equip you with strategies to enhance these perceptions, solidifying your role as a trusted advisor. The CPE course will guide you through identifying and implementing value-added services that strengthen the bonds of trust with your clients. Furthermore, you’ll acquire practical tips to facilitate client transitions smoothly and effectively obtain referrals. Transform your professional relationships into partnerships founded on trust and reliability with this insightful webinar.
Learning Objectives
Upon completing this course you will be able to:
- Recall the perception clients have of practitioners and ways we can enhance those perceptions.
- Identify various value added services which strengthen the bonds of trust with clients.
- Recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.
Course Specifics
SSVID624366069
January 26, 2024
None
None
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Frank Castillo is a nationally acclaimed CPA, author & instructor. His body of published work includes over 300 video and text based courses addressing technical and personal challenges modern day accountants face. Frank has traveled extensively across this great country providing tailored consulting services for professional athletes, performing artists, business mavericks, and dedicated licensed professionals.
QAS Self-Study Video
