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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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Social Security and Divorce: What Clients Need to Know
This blog post discusses three key points of social security and divorce to discuss with clients.
Article Government programs Foundational
Guiding clients through the Medicare Part B enrollment minefield
CPAs can help seniors avoid expensive penalties and coverage gaps by giving timely advice on the government health plan’s enrollment periods.
Article Government programs Intermediate
Advising Clients on Medicare Enrollment
In this podcast, Ted Sarenski discusses advising clients about Medicare coverage.
Video Government programs Intermediate
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 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 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
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