 |
 |
|
 |
 |
|
|
||||||||
 |
 |
|||||||||
| AFA is adding
the + through its cpa+ program,
a winning game plan based on real field experience that provides CPA’s a professional platform to expand their practice and enter the financial services business. |
||||||||||
| |
 |
||||||||
|
|
|
|
|||||||
|
+ | Independence | + | Mortgage products | ||||||
|
+ | Opportunity for increased
revenue |
+ | Investment fee and/or commission platforms |
||||||
| + | 1031 TIC real estate exchange programs |
+ | Comprehensive financial planning |
|||||||
|
+ | Financial Planner alliance | + | Guidance through registration | ||||||
|
+ | Education programs | + | Tax strategies | ||||||
|
+ | Training and workshops | + | Multi-level tech support | ||||||
|
+ | Investment products | + | Full tax reporting | ||||||
|
+ | Insurance products | + | E&O Insurance | ||||||
|
||||||||||
