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Continuing Education

Continuing Education for Certified Public Accountants

The Fundamentals of Annuities and Life Insurance Planning for the CPA

Course Overview

This course offers a comprehensive exploration into the intricacies of annuities and life insurance planning, specifically tailored for Certified Public Accountants (CPAs). The curriculum is structured into four distinct 50-minute lessons, each encapsulating key concepts and practical applications. This course is compliant with the requirements of the National Association of State Boards of Accountancy.

Four (4) CPE Credits for taking the course

The program is designed for a basic level of knowledge, requiring no prerequisite understanding of the subject matter. The content is structured to enhance the professional competence and development needs of licensed CPAs. Participants will gain practical insights through real-time instruction by subject matter experts. The knowledge acquired will enable CPAs to provide more comprehensive and strategic tax advice to their clients, incorporating fixed annuities, fixed indexed annuities, and life insurance into broader financial planning. Assessment of knowledge will be measured through group participation and quizzes following each module, ensuring a measurable understanding of the learning objectives.

The Content delivery is group live

Specialized Knowledge – Personal Financial Planning

Nancy Mitchell at 

 Complaint Resolution Policy

Our free CPA (Certified Public Accountant) course is committed to providing a positive and enriching learning experience. We understand that concerns or complaints may arise, and we are dedicated to resolving them promptly and fairly. This Complaint Resolution Policy outlines the procedures for addressing and resolving any issues that learners may encounter during the course.

Submitting a Complaint:

Learners who wish to file a complaint should follow these steps:

  • Contact Support:
    • In the first instance, learners are encouraged to reach out to our support team through the designated channels provided on our platform or website https://education.awrpc.info/.
    • Include detailed information about the nature of the complaint, such as the specific issue, date, time, and any relevant supporting documentation.
  • Formal Complaint Submission:
    • If the initial contact with support does not lead to a satisfactory resolution, learners can submit a formal complaint in writing via email to complaints@awrpc.info or call Nancy Mitchell at  310-348 -2927
    • The written complaint should include the learner’s full name, contact information, a detailed description of the complaint, and any supporting evidence.

Complaint Review Process:

Once a formal complaint is received, our team will follow these steps:

  • Acknowledgment:
    • An acknowledgment email will be sent to the learner within [48 hours] of receiving the formal complaint, confirming its receipt and providing an estimated timeline for resolution.
  • Investigation:
    • Our team will conduct a thorough investigation into the complaint, considering all relevant information provided by the learner and any other pertinent data.
  • Resolution Proposal:
    • Based on the findings of the investigation, a resolution proposal will be prepared. This may include corrective actions, additional support, or any other measures deemed necessary to address the complaint.
  • Communication:
    • The resolution proposal will be communicated to the learner in writing, outlining the steps that will be taken to address the complaint. If additional time is required, the learner will be informed of the delay and provided with a new estimated timeline.

Escalation:

If the learner is dissatisfied with the proposed resolution, they have the option to escalate the matter. The escalation process involves:

  • Appeal:
    • The learner can submit an appeal, clearly stating the reasons for their dissatisfaction with the proposed resolution. The appeal should be sent to complaints@awrpc.info.
  • Final Review:
    • An impartial review will be conducted at the highest level of authority within the organization to assess the appeal and determine a final resolution.

Recording and Continuous Improvement:

All complaints and their resolutions will be documented for the purpose of analysis and continuous improvement of our free CPA course. The information gathered from complaints will be used to enhance the learning experience and prevent similar issues in the future.

We are committed to ensuring a fair and transparent process for resolving complaints, and we appreciate the feedback provided by our learners to help us maintain the highest standards of education.

CFor each 50 minute module completed, participant will be awarded one CPE credit.  Completion of all 4 modules  awards the participant 4  CPE credits.

Advanced Wealth And Retirement Planning Concepts 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 web site: www.nasbaregistry.org