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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

Risk Management and Insurance Planning Certificate Program

Part of the Personal Financial Planning Certificate Program, this certificate program includes eight dynamic courses covering critical steps in the risk management and...

Course – Online Risk management & insurance planning Intermediate

PFP Practical Applications Certificate Program

An informative and engaging learning experience that will enhance your knowledge of personal financial planning. Learn to navigate the regulatory environment,...

Course – Online Practice management & professional standards Intermediate

The Risk Management Planning Process

Learn to educate your clients about the principles of risk and insurance.

Course – Online Risk management & insurance planning Intermediate

Financial Planning with Business Owners

Covers entity selection risks and how the goals of the closely held business owner are achieved.

Course – Online Risk management & insurance planning Intermediate

PFP Standards and Responsibilities

Learn about the latest developments in professional standards and ethics required by the AICPA.

Course – Online Practice management & professional standards Intermediate

PFP Regulatory and Fiduciary Landscape

Covers SSPFPS-No.1 and the laws that govern the securities industry, the regulatory landscape, and the fiduciary duty of the financial planner.

Course – Online Practice management & professional standards Intermediate

Personal Financial Planning Process

Covers elements of the overall planning process, including gathering data, establishment of financial objectives and identification of constraints.

Course – Online Process, taxation & strategies Intermediate

Cash Management Strategies

Covers the time value of money, cash management strategies and the creation of the personal financial planning client's spending plan.

Course – Online Estate planning Intermediate

PFP in Practice: Putting it all Together, Part 1 and 2

Updated for the Tax Cuts and Jobs Act and other recent developments, this CPE course presents four case studies which cover typical scenarios the personal financial...

Course – Online Practice management & professional standards Intermediate

Medical, Disability, and Property and Casualty Insurance

Covers the various definitions of disability, the numerous riders and options available, and the variety of sources for disability income benefits.

Course – Online Medical expense & long-term care insurance Intermediate

Group Insurance and Employee Benefits

Examines group insurance and employee benefits, so you can help your employer clients navigate the complex maze and create a competitive advantage.

Course – Online Group insurance & other employee benefits Intermediate