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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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Social Security and Medicare: Maximizing Retirement Benefits

Features real-world situations around Social Security and Medicare to help you better advise your clients on their personal financial plans.

Course – Textbook Government programs Intermediate

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

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

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

Professional Ethics: 2019 Update and Refresher

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

Course – Online Ethics, integrity & professionalism

AICPA Sophisticated Tax Planning for Your Wealthy Clients

Nov 18, 2019 - Nov 19, 2019 - Philadelphia, PA -The AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients offers the latest updates, cutting-edge...

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

AICPA Women's Global Leadership Summit

Nov 6, 2019 - Nov 8, 2019 - San Diego, CA - Online - This conference will provide sessions on leadership, boardroom diversity and best practices to enhance the skills...

Conference – Live,   Conference – Virtual Influence Foundational

AICPA Advanced Estate Planning Conference

Jun 9, 2019 - Jun 13, 2019 - Las Vegas, NV

Conference – Live Process, taxation & strategies Advanced

AICPA ENGAGE

Jun 9, 2019 - Jun 13, 2019 - Las Vegas, NV- AICPA's ENGAGE is the newest, premier event that offers expanded leadership and learning opportunities to accelerate and...

Conference – Live Estate planning Advanced

Advanced Personal Financial Planning Conference

Jun 9, 2019 - Jun 13, 2019 - Las Vegas, NV

Conference – Live Personal finance decisions Advanced