This dynamic and insightful check-in is designed for financial professionals seeking to elevate their career and service offerings. This course draws inspiration from the experiences and strategies of renowned financial advisors and Excel experts like Carlos Dias Jr. and Jeff Lenning. Participants will delve into three key areas of professional development, each aimed at boosting efficiency, client relations, and industry knowledge.
Learning Objectives:
FOR RECORDED COURSES WITH VIDEO Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable. |
Dias Wealth
Founder and Managing Partner
[email protected]
(407) 801-2244
Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, and professional athletes.
Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured, or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.
Excel University
Author of Excel University
[email protected]
(949) 200-7688
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CPAacademy.org Check-In is an online publication designed to make your learning journey simple and enjoyable! Here at CPAacademy.org, we understand the importance of staying up-to-date in the accounting profession. We created our Check-In to supplement your CPE requirements and stay ahead of the curve. Check-In features discussions with top thought leaders in accounting and business, offering you invaluable insights on timely topics as well as timeless knowledge.