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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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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

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

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

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

Leadership Improv - Why "Fake It Until You Make It" Works

This webcast uses the lessons and spontaneous creativity of improv acting to improve your leadership and business development skills.

Webcast Team building Foundational

Working Together - Four Personality Styles in the Workplace

Learn how to work with different personalities for a more productive and successful workplace.

Webcast Team building Foundational

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

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

Tax Reform Update - Individuals and Sole Proprietors

This webcast provides a comprehensive overview of the changes impacting individuals and families, as well as critical financial planning considerations and strategies.

Webcast Individual income tax planning Foundational

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

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