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.
Check your knowledge
Take a knowledge check to evaluate your proficiencies and find related learning resources.
Get started4 Results
The importance of killing projects
This article explores an often overlooked aspect of project management - ending the project.
Article Project management Intermediate
Walking the talk on quality control
This article discusses several ways you can ensure that quality control is central to firm operations.
Article Firm operations Intermediate
5 principles of high-quality ethics and compliance programmes
This article shares five principles of high-quality ethics and compliance programmes.
Article Ethics, integrity & professionalism
How to break down silos within your organisation
The silos that form in organizations are a powerful barrier to information sharing and innovation. This article explains how organizations have removed these barriers.
Article Strategy Foundational
Explore Topics
© 2024 Association of International Certified Professional Accountants. All rights reserved.