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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To my mentors and mentees: Thank you
This article offers insights on the value of mentors and key traits great mentors share.
Article Coaching & mentoring Foundational
Find a mentor, land a new job
This article takes us on a journey through a mentoring relationship.
Article Coaching & mentoring Intermediate
How to sponsor diversity in the leadership ranks
This article discusses sponsorship programs as an effective approach to developing leadership.
Article Coaching & mentoring Advanced
Calculating a mentor's effect on salary and retention
This article discusses how a methodical approach to analysing personnel data could help organisations retain employees and save money.
Article Coaching & mentoring Advanced
Exploring mentorship: A graceful exit
This articles explores how at one midsize Illinois firm, staff members who want to leave the firm receive mentoring assistance as they pursue their career’s next chapter.
Article Coaching & mentoring Advanced
If appraisals need a tune-up, then what’s next
Traditional employee performance appraisals are being called outdated and arbitrary. This article describes how to turn them into useful conversations.
Article Coaching & mentoring Intermediate
4 steps to start a reverse mentoring program
This article discusses how organizations can motivate and engage newer employees, and build the knowledge of established ones, through reverse mentoring.
Article Coaching & mentoring Foundational
A coaching approach to line management
The coaching techniques in this article can help fulfill employees need for feedback and develop staff.
Article Coaching & mentoring Intermediate
What firms must do to better develop their people
This article shares six simple ideas to improve your firm’s feedback.
Article Talent retention Intermediate
9 skills of a great organisational coach
This article reminds us of critical coaching skills we need both in individual and corporate coaching.
Article Coaching & mentoring Intermediate
The invisible elephant and the pyramid treasure
A transpersonal leader fully considers the needs of all stakeholders rather than their own ego. This report explores the steps to transpersonal leadership.
Report Motivating & inspiring Advanced
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