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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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PFP Boot Camp: PFP Standards and Responsibilities

This session discusses the professional responsibilities of a CPA financial planner and provides a comprehensive review of the Statement on Standards in Personal...

Course – Online PFS credential preparation

PFP Boot Camp: Personal Financial Planning Process, Concepts and Environment

An introductory session to the personal financial planning process. It reviews methods of gathering client data, the regulatory landscape for personal financial...

Course – Online PFS credential preparation

AICPA Sophisticated Tax Planning for Your Wealthy Clients

Nov 12, 2017 - Nov 13, 2017 - Philadelphia, PA and Online- The AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients offers the latest updates,...

Conference – Live,   Conference – Virtual Process, taxation & strategies Intermediate

Ethics and Professional Conduct: Updates

This CPE webcast provides a timely update and refresher on the AICPA Code of Professional Conduct, including the conceptual framework and independence provisions for...

Webcast Ethics, integrity & professionalism

Estimating the True Cost of Retirement

Join us as we explore a framework to better understand how much retirement actually costs and a process for better estimating its true cost. Review the implications of...

Webcast Process, taxation & strategies Foundational

Top Financial and Tax Planning Ideas to Start the New Year

In this webcast, Bob Keebler will share tax planning Ideas and strategies to consider with your individual clients.

Webcast Individual income tax planning Intermediate

Tax Planning for Small Businesses

Join us as we explore state-of-the-art planning ideas and tax-saving strategies to keep more of your client's money in their pockets.

Webcast Tax planning Intermediate

AICPA Women's Global Leadership Summit

Nov 14, 2018 - Nov 16, 2018 - New York, NY - Online - This conference will provide sessions on leadership, boardroom diversity and best practices to enhance the skills...

Conference – Live,   Conference – Virtual Influence Intermediate

Social Security and Medicare: Maximizing Retirement Benefits

Attend this webcast event to learn about FICA, the Medicare tax, and more so you can advise your clients to make optimal decisions when it comes to Social Security and...

Webcast Government programs Intermediate

Risk Management and Insurance Planning Certificate Program

Part of the Personal Financial Planning Certificate Program, this certificate program includes eight dynamic courses covering critical steps in the risk management and...

Course – Online Risk management & insurance planning Intermediate

Group Insurance and Employee Benefits

Examines group insurance and employee benefits so you can create a competitive advantage for employers, making additional costs of the benefits a good investment in...

Course – Online Group insurance & other employee benefits Intermediate

Executive and Deferred Compensation Arrangements

A true specialty for the personal financial planner, this CPE course explores the many compensation options available to executives and how these options can impact...

Course – Online Executive compensation Intermediate