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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

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

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

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

Learn the most up-to-date AICPA, SEC, and GAO ethics rules in an inventive and creative way. Through interactive case studies, exercises and illustrative graphics,...

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

Cut 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

PFS Exam Review Materials

Get the PFS Exam Review Materials, a collection of practice questions and case studies to assist PFS exam candidates as they prepare for the PFS exam. Updated for 2017.

Publication PFS credential preparation

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

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

A two-part course presenting four case studies that cover typical scenarios the personal financial planner may encounter.

Course – Online Practice management & professional standards Intermediate

Cash Management Strategies

Gain a fundamental understanding of the time value of money concepts, as well as the competent use of a financial calculator or time value of money software, to help...

Course – Online Estate planning 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

PFP Regulatory and Fiduciary Landscape

Provides a road map for the Statement on Standards in Personal Financial Planning Services No. 1 (SSPFPS-No.1) and covers some of the laws that govern the securities...

Course – Online Practice management & professional standards Intermediate