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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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Create a workplace where employees want to stay

This article provides suggestions for managers to cultivate engagement and keep employees motivated.

Article Motivating & inspiring Foundational

Advanced Personal Financial Planning Conference

Jun 11, 2018 - Jun 14, 2018 - Las Vegas, NV

Conference – Live Personal finance decisions Advanced

AICPA Advanced Estate Planning Conference

Jun 11, 2018 - Jun 14, 2018 - Las Vegas, NV

Conference – Live Process, taxation & strategies Advanced

Stop behavioral biases from sabotaging your clients’ long-term objectives

This article discusses some ways CPAs can help prevent their clients from making emotionally driven investing mistakes.

Article Process, taxation & strategies Foundational

Cognitive impairment does not necessarily have to derail your clients’ planning

Clients in the early stages of Alzheimer’s disease may still be able to take part in financial planning. Learn what precautions CPAs need to take.

Article Process, taxation & strategies Foundational

Estate planning for blended families

This column discusses AB trusts and ABC trusts.

Article Trusts Foundational

Financial Planning and Tax Implications of Retirement Plans

Gain a deeper understanding of the tax implications and financial planning strategies to help your individual clients plan for retirement.

Webcast Process, taxation & strategies Intermediate

Cutting Your Client's Tax Bill: Individual Planning Tips and Strategies

Completely updated for tax law changes, this CPE course will bring you up-to-date on the latest strategies that will keep more money in the hands of your clients and...

Course – Online Individual income tax planning Intermediate

Presence: Bringing Your Boldest Self to Your Biggest Challenges

Known around the world for her 2012 TED Talk, ENGAGE 2017 keynote speaker Amy Cuddy teaches us how to use simple techniques to liberate ourselves from fear in...

Publication Influence Foundational

Y-Size Your Business: How Gen Y Employees Can Save You Money and Grow Your Business

ENGAGE 2017 keynote speaker Jason Ryan Dorsey presents a step-by-step methodology for best employing Gen Y without investing a lot of time or money. Get an insider's...

Publication Motivating & inspiring Intermediate

To my mentors and mentees: Thank you

This article offers insights on the value of mentors and key traits great mentors share.

Article Coaching & mentoring Foundational

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