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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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Retirement Planning Certificate Program

Designed for practitioners who want a thorough understanding of retirement planning, the AICPA's Retirement Planning Certificate program is a series of courses...

Course – Online Retirement planning Intermediate

Potential Consequences of Your Clients Life Insurance Benefits

Life insurance is one of the most valuable assets clients will ever own. However, it is also one of the most misunderstood. Learn about the many things that can go...

Webcast Life insurance Intermediate

Asset Protection Planning

In this webcast, Steve Siegel will address what can be done to meet a client's reasonable needs - from some of the most basic forms of asset protection to the more...

Webcast Retirement plans & savings vehicles Intermediate

Switching Gears Lifestyle Process

Brought to you by the AICPA, Switching Gears Lifestyle Process is a retirement coaching program created to help you implement a post-career plan of action which will...

Publication Retirement planning Foundational

PFP Boot Camp: Estate and Charitable Planning

Written by an expert author, this webcast session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels.

Webcast PFS credential preparation

PFP Boot Camp: Retirement and Elder Planning

Written by an expert author, this webcast will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides...

Webcast PFS credential preparation

PFP Boot Camp: Risk Management / Employee and Business-Owner Planning

This session of the Boot Camp webcast series addresses risk management. Review various types of insurance and how insurance is used in financial planning to manage risk.

Webcast PFS credential preparation

PFP Boot Camp: Investment and Education Planning

Explore the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis in this webcast. It will...

Webcast PFS credential preparation

Education Planning

This CPE course examines personal financial planning for college, a critical consideration affecting areas from cash flow planning to income taxation.

Course – Online Education planning Intermediate

Critical IRA Planning Issues

The webcast looks at the critical tax aspects and the ways to avoid some of the most common mistakes in retirement planning.

Webcast Retirement plans & savings vehicles Intermediate

Integrating Investments with the Financial Plan

This two-part course examines the monitoring and updating phase of the investment planning engagement and discusses some of the types of advisers the personal...

Course – Online Investment planning Intermediate

Investment Vehicles and Strategies

This three-part CPE course introduces the personal financial planner to investment strategies and vehicles, and examines the implementation phase of the investment...

Course – Online Asset vehicles, classes & allocation Intermediate