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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
Clients & Their Cognitive Decline
In this podcast, Ted Sarenski discusses practical strategies in working with your individual clients as they experience the cognitive decline.
Video Non-financial considerations 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
A Guide to Financial Decisions: Implementing an End-of-Life Plan
The material contained in this document is designed to introduce some fundamental topics related to managing the period leading up to the end of life.
Report Personal finance decisions Foundational
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