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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Q&A: Don’t believe these Millennial myths
Generational expert Jason Dorsey recommends ways employers can recruit (and keep) members of the often-misunderstood Millennial generation.
Article Team building Intermediate
How firms can overcome challenges and develop a diverse workforce
Recruiting a diverse workforce can be a challenge. This article discusses how the challenge can be overcome with a commitment to building relationships.
Article Team building Advanced
"Inconvenience Everybody Equally" and Other Management Tips
It takes special skills and practice to manage these global virtual interactions successfully. This blog post offers several tips to manage far-flung employees.
Article Team building Advanced
How CPA firms are evolving to meet Millennials’ desires
Companies are looking at ways to recruit and retain Millennial employees and focusing on a number of criteria their employees are requesting. This article explores...
Article Talent recruitment Foundational
Millennial talent strategy for CFOs
This article shares thoughts from experts about how to work with millennials for your benefit and theirs.
Article Team building Advanced
Strategies for promoting diversity and inclusion
This article shares a few general guidelines to follow when trying to make your business more diverse and inclusive.
Article Team building Intermediate
4 tips to persuade talented people to stay
This article provides information on the value of "stay" interviews and provides pointers to keep these interviews on track so your organisation can retain valued...
Article Team building Advanced
How to get—and keep—the best administrative staff
This article presents tips on finding and hiring excellent administrative personnel and keeping them happy once hired.
Article Team building Advanced
Building trust in the workplace
Trust within an organization is essential to its success, but trust isn't a given. This article discusses a recent research report and provides tips to build trust.
Article Team building Intermediate
Recruiting the best: What CPAs could learn from college coaches
Accounting recruiters can learn from college coaches, who build relationships with, and are identifying talent early. Learn more in this article.
Article Team building Advanced
Collision course to collaboration
This article describes how blind dates, chance encounters, and creative onboarding built one company’s culture of ideas.
Article Team building Intermediate
6 key traits of business leaders with global ambitions
This article discusses six key traits that business leaders need to embody to convert diversity into insights that drive financial performance:
Article Team building Intermediate
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