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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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Practical Planning for Aging & Elder Issues
This archived webcast discusses planning challenges and opportunities that arise as clients age.
Webcast Process, taxation & strategies Foundational
Taxes: Start Your Money Plan Here
This archived webcast discusses proactive strategies that individuals should consider raising with their financial planner.
Webcast Individual income tax planning Foundational
The CPA's Guide to Financial and Estate Planning
This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.
Report Process, taxation & strategies Intermediate
The CPA’s Guide to Social Security Planning
This guide is a practical resource that blends information and planning guidance by providing actual client questions and their respective responses.
Report Government programs Intermediate
The CPA's Guide to Financing Retirement Healthcare
This guide explains the basic rules of Medicare and paying for long-term care while adding planning advice to assist the advisor in discussing these topics with their...
Report Government programs Intermediate
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 Social Security Resource Center
This page provides access to a collection of resources that address Social Security planning needs.
Article Government programs 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
Broadridge Forefield Advisor Retirement Plan Participant Resource Center
This page provides access to a collection of resources that address the enrollment, accumulation, and distribution planning that retirement plan participants have.
Article Retirement plans & savings vehicles Foundational
Retirement Planning Insights from Leading CPA Financial Planners
In these videos, a panel of leading CPA financial planners share retirement planning insights on a range of relevant topics..
Video Retirement planning Foundational
Guidance on Roth IRA Conversions
This page provides access to resources to assist in proper Roth conversion and recharacterization planning for your clients.
Article Retirement plans & savings vehicles Intermediate
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