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Personal financial planning

About this topic

With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.

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AICPA Code: Ethics in Practice

This webcast details what you need out of the AICPA Code of Professional Ethics. You will explore the various ethical pronouncements and changes occurring in the...

Webcast Ethics, integrity & professionalism

Tax Planning Calculator: A Graphical Calculator for Tax Planning After Tax Reform

These Excel based calculators allows you to get a full view of the effect the new tax system has on your clients and will enable you to navigate the "new normal" of...

Publication Process, taxation & strategies Intermediate

Ethics and Professional Conduct: Updates

Join our webcast to get a timely refresher on the AICPA Code of Professional Conduct and review the conceptual framework and independence provisions for nonattest...

Webcast Ethics, integrity & professionalism

Social Security and Medicare: Maximizing Retirement Benefits

FICA, Medicare tax and more - what you need to know in real-world scenarios. Our webcast will help you advise your clients on making optimal Social Security and...

Webcast Government programs Intermediate

Individual Tax Fundamentals

Get up-to-date information on critical tax issues and sort through the maze of tax compliance and planning strategies.

Webcast Individual income taxation Foundational

Coaching and mentoring

Understand the similarities and differences between coaching and mentoring to improve your skill set and performance.

Webcast Coaching & mentoring Foundational

Leading vs managing (formerly Manager vs. Leader: When to be Which and Why)

Analyzing what leaders do, why they do it and when they do it is vital to understanding how to manage. In this webcast, we will look at how to create a balance between...

Webcast Coaching & mentoring Foundational

Emotional intelligence (formerly Conflict and difficult people)

Learn about emotional intelligence and how it can greatly increase your chances of personal and professional success.

Webcast Communication Foundational

Working Together - Four Personality Styles in the Workplace

Learn how to work with different personalities for a more productive and successful workplace.

Webcast Team building Foundational

Professional Ethics for Members in Business

An overview of the ethics standards that apply under the AICPA Code of Professional Conduct to CPAs in business and industry.

Course – Online Ethics, integrity & professionalism

Leadership Improv - Why "Fake It Until You Make It" Works

This webcast uses the lessons and spontaneous creativity of improv acting to improve your leadership and business development skills.

Webcast Team building Foundational

Professional Ethics: 2019 Update and Refresher

A refresher on ethics rules issued by the AICPA, PCAOB, and GAO.

Course – Online Ethics, integrity & professionalism