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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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Options for retirees paying off family members’ student loan debt
This article discusses steps older borrowers can take if they are struggling to pay off student loans.
Article Education planning Foundational
3 Reasons Every Client Should Complete a FAFSA
Your clients' children are college-bound, and tuition seems covered. FAFSA offers unrecognized college-planning advantages, even if financial aid is not anticipated....
Article Education planning Intermediate
Are IDR plans right for clients with student loan debt?
This article provides the details of these types of plans so you can help your clients make the best decision.
Article Education planning Intermediate
Helping Clients Plan Ahead for College Expenses
Helping clients understand how much to save based on their education goals prepares them for the cost of college. This blog post provides six considerations to think...
Article Education planning Foundational
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