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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

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

AICPA Code: Ethics in Practice

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

Webcast Ethics, integrity & professionalism

Ethics and Professional Conduct: Updates and Practical Applications

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

AICPA Women's Global Leadership Summit

Nov 10-12, 2020 - The AICPA & CIMA Women's Global Leadership Summit brings together insights and lessons from the lives of those who are living the things that others...

Conference – Live Influence Foundational

Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course

Covers the basic tenets of ethical and professional conduct and the principles of ethics.

Course – Textbook,   Course – Online Ethics, integrity & professionalism

Investment Data Gathering and Analysis

A three-part self-study course covering assessment of investment risk, information gathering and financial analysis for the client.

Course – Online Investment planning Intermediate

Creating the Investment Policy Statement

A three-part course offering strategies applicable to investment planning that illustrates how the Investment Policy Statement (IPS) guides the planner and client...

Course – Online Process, taxation & strategies Intermediate

Portfolio Management

Learn the strategies applicable to implementing portfolio management, from selecting an investment adviser to populating the investment portfolio.

Course – Online Portfolio management Intermediate

Investment Monitoring and Updating

A two-part course examining the monitoring and updating phase of the investment planning engagement, this course covers measuring performance and goal achievement,...

Course – Online Investment planning Intermediate

Investment Vehicles and Strategies

Introduces the personal financial planner to investment strategies and vehicles, and examines the implementation phase of the investment planning engagement.

Course – Online Asset vehicles, classes & allocation 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