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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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Broadridge Forefield Advisor Women's Resource Center
This page provides access to a collection of resources that address financial planning needs the women face.
Article Estate planning Foundational
Broadridge Forefield Advisor Tax Resource Center
This page provides access to a collection of resources that address the how tax planning impacts the various disciplines of personal financial planning.
Article Individual income tax planning Foundational
Broadridge Forefield Advisor Military Resource Center
This page provides access to a that address the unique needs of members of the military and their families.
Article Estate planning Foundational
Estate Basis Consistency Reporting Podcast Series
In this podcast series, Bob Keebler discusses what you need to know to comply with the Code.
Article Process, taxation & strategies Foundational
Useful Estate & Trust Decision Charts
Use these charts to help your clients plan where to set up dynasty and/or asset protection trusts and coordinate with their attorneys.
Tool Process, taxation & strategies Intermediate
Resources on New Tax and Estate Planning Opportunities
This page compiles recordings, presentation materials, and articles on planning after ATRA
Article Process, taxation & strategies Intermediate
Planning for Same Sex Couples
This page provides information and resources related to tax planning for same sex couples.
Article Process, taxation & strategies Foundational
Moving from Tax Preparer to Financial Planner
Learn about why many CPA financial planners added financial planning services to their tax practices
Article Practice management & professional standards Foundational
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