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Technical

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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Investment Data Gathering and Analysis

A three-part self-study course covering assessment of investment risk, information gathering and financial analysis for the client.

Course – Online Investment planning Intermediate

Creating the Investment Policy Statement

A three-part course offering strategies applicable to investment planning that illustrates how the Investment Policy Statement (IPS) guides the planner and client...

Course – Online Process, taxation & strategies Intermediate

Portfolio Management

Learn the strategies applicable to implementing portfolio management, from selecting an investment adviser to populating the investment portfolio.

Course – Online Portfolio management Intermediate

Investment Monitoring and Updating

A two-part course examining the monitoring and updating phase of the investment planning engagement, this course covers measuring performance and goal achievement,...

Course – Online Investment planning Intermediate

Investment Vehicles and Strategies

Introduces the personal financial planner to investment strategies and vehicles, and examines the implementation phase of the investment planning engagement.

Course – Online Asset vehicles, classes & allocation Intermediate

Integrating Investments with the Financial Plan

This two-part course examines the monitoring and updating phase of the investment planning engagement and discusses some of the types of advisers the personal...

Course – Online Investment planning Intermediate

Education Planning

Examines personal financial planning for college, a critical consideration affecting areas from cash flow planning to income taxation.

Course – Online Education planning Intermediate

Investment Planning Certificate Program

Part of the Personal Financial Planning Certificate Program, this certificate program includes eight courses covering steps in the investment planning life cycle,...

Course – Online Investment 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

Investment Planning Process

Covering investing as a process and the professional environment, this two-part CPE course examines the three phases of investment planning engagements: planning,...

Course – Online Process, taxation & strategies Intermediate

The Estate Planning Process

Gain a with a broad awareness of the foundational concepts of estate planning.

Course – Online Process, taxation & strategies Intermediate

Trusts and Estate Planning Documents

Understand the ancillary documents necessary to support the estate plan and the client, including a durable power of attorney, the durable power of attorney for health...

Course – Online Process, taxation & strategies Intermediate