On-Demand


2 CPE Credits

Governmental and Employer Retirement Plans Process

On-Demand
2 CPE Credits

Learning Objectives

  • Learning Outcomes
  • Define the four basic personality styles based on the DISC profile.
  • Identify how to read characteristic behavior in others.
  • Identify ways to adjust interactions with others based on their personality style.

CPE Credits Available

2 CPE Credits
2
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Future Ready

Prerequisites

Mastery of basic Personal Financial Planning concepts and techniques

Advanced Preparation

None

Provider

AICPA

Purchase This Course

  • MACPA Member

    $ 65 65
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  • MACPA Non-Member

    $ 79 79
    Your Price

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