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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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...
Covers the various definitions of disability, the numerous riders and options available, and the variety of sources for disability income benefits.
Examines group insurance and employee benefits, so you can help your employer clients navigate the complex maze and create a competitive advantage.
Explains the various types of employment agreements and compensation arrangements, as well as their income tax implications on your clients.
Learn how to illustrate models to your clients, comparing the retention of risk to the transfer of risk using the time value of money.
A three-part self-study course covering assessment of investment risk, information gathering and financial analysis for the client.
A three-part course offering strategies applicable to investment planning that illustrates how the Investment Policy Statement (IPS) guides the planner and client...
Learn the strategies applicable to implementing portfolio management, from selecting an investment adviser to populating the investment portfolio.
A two-part course examining the monitoring and updating phase of the investment planning engagement, this course covers measuring performance and goal achievement,...
Introduces the personal financial planner to investment strategies and vehicles, and examines the implementation phase of the investment planning engagement.