4146  |  On Demand  |  Intermediate  |  Self-Study

Integrating Investments with the Financial Plan

Friday, May 1, 2020 - Friday, April 30, 2021

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Demonstrate your value by coordinating your clients' advisers, a skill-set which will always be in demand and appreciated.

In this self-study course narrated by Tom Tillery, you will learn how to simplify the roles of the various advisers and put the client at ease.

Updated for the Tax Cuts and Jobs Act of 2017, this course examines the monitoring and updating phase of the investment planning engagement and discusses some of the types of advisers the personal financial planner may be working with, as well as the integration of the investment plan with the other areas of personal financial planning.


Recall the role of an insurance broker. Identify the legal document that serves as a temporary insurance contract. Differentiate among the various individuals that can sell an insurance contract. Identify the licenses required to sell variable insurance products. Recognize the elements of a fiduciary duty. Recall the entity that guarantees cash values of an insurance contract.


  • Thomas Tillery (view bio)
  • Susan Tillery

Designed For

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.


Coordination with the client's financial advisers Integration with other areas of PFP

Your Price: $99.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $20.00 on this event. Not a member? join today.


Thomas Tillery

Thomas Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council.

Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs.

Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).

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