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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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Ethics: Critical Thinking, Case Studies, and Fraud

This webcast will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations, with special...

Webcast Ethics, integrity & professionalism

Getting to the Heart of Tax Reform: Individual Income Tax Changes and Planning Strategies

The monumental passing of the Tax Cuts and Jobs Act results in historic tax reform impacting nearly every American. This CPE course provides a comprehensive overview...

Webcast Individual income tax planning Foundational

Get Out of the Casket and Up to the Podium

In this webcast, participants will learn how to overcome their fear of public speaking and be well prepared to present information in a concise and logical manner.

Webcast Communication Foundational

Conflict and Communication - You vs. Me vs. Them

In this webcast, participants will learn a systematic approach for how to deal with difficult personalities in the workplace. By using this approach participants will...

Webcast Communication Intermediate

Individual Tax Fundamentals

This webcast provides participants up-to-date information on critical tax issues, giving them an outstanding foundation in the federal tax arena for individuals....

Webcast Individual income taxation Foundational

Advising Retirees on the Cost of Care

This webcast covers four broad categories of the Retirees' Cost of Care. and provides a comprehensive planning tool designed to help you measure retiree health care...

Webcast Budget & expense management Intermediate

Integrating Estate Planning With the Tax and Financial Plan

Gain insight into taxation and income tax planning and the interrelationship between income tax and estate tax, which provides numerous personal financial planning...

Course – Online Estate planning Intermediate

Charitable Planning

Gain knowledge of charitable transfers, charitable trusts, and other charitable planning vehicles applicable to estate and gift planning.

Course – Online Charitable planning Intermediate

Incapacity and Postmortem Estate Planning

Equip yourself with the knowledge you need to help your clients create a plan for their estates in case they ever become physically or mentally incapacitated or...

Course – Online Incapacity & postmortem estate planning Intermediate

Estate Planning Certificate Program

The Estate Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge of estate planning.

Course – Online Estate planning Intermediate

Closely-held Business Estate Planning

Learn about planning strategies and documents needed for closely held business estate planning issues so you can provide reasoned recommendations to your clients.

Course – Online Process, taxation & strategies Intermediate

Tax Reform Bundle

This two course bundle provides a comprehensive overview of the changes impacting corporations, pass-through entities, individuals and families, as well as critical...

Course – Online Individual income tax planning Foundational