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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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6 Ways to Up Your Networking Game
This blog post offers a few tips that will help you up your game, especially when meeting people at events or in large groups.
Article Communication Foundational
9 tips for being more responsive to clients
This article discusses the importance of being receptive, available, and approachable to clients.
Article Communication Foundational
How to deal with dysfunctional people at work
Is your organization disrupted by bullying or other damaging behaviors? This article shares 6 strategies for taking a stand.
Article Influence Intermediate
Text Me Not: Hidden Perils of Modern Communication for CPAs
Responding to text messages from clients could have legal, privacy and security implications. This blog post suggests some guidelines to consider.
Article Communication Foundational
Got a few challenging clients?
This article shares steps you can take to minimize conflict or tension that arises due to miscommunication or other issues.
Article Client retention Foundational
5 phrases established leaders should never say again
This article explores phrases that frustrate and disappoint future leaders and offers alternatives.
Article Communication Foundational
How to Present to a Hostile Audience
This article shares some tips on giving a presentation to a tough crowd.
Article Communication Foundational
8 tips for navigating office politics
This column offers strategies for evading political gaffes at work and for dealing with situations that often cannot be avoided.
Article Collaboration & partnering Foundational
How to reassure your staff in times of uncertainty
During uncertain times, communication gaps can be filled with rumour, undermining a leader's credibility and sapping morale. Here's how to get out in front of an issue.
Article Communication Intermediate
5 ways to excel at networking
This article highlights five steps anyone can take to excel at networking.
Article Collaboration & partnering Foundational
6 ways to write an email message that works
Writing an efficient work-related message is easier said than done. To ensure your emails work rather than waste time, this article offers some tips.
Article Communication Foundational
How to listen like a pro
This article discusses the importance of active listening and includes an exercise to do with your team.
Article Communication Intermediate
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