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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Clients today want a comprehensive relationship with their CPAs. This article explores how practitioners can capitalize on this opportunity
In this blog post, Lyle Benson, CPA/PFS, shares the top challenges and questions CPAs and financial planners should consider to shape their practices for the future.
This blog post discusses four steps CPA financial planners can take to help coach clients to success.
This article discusses why CPAs and organizations need to learn to use advanced technology to predict and achieve outcomes.
This page provides access to a 5-part podcast series with Ron Rhoades on the DOL fiduciary rule.
This article shares advice for how CPAs can orient the delivery of their services to satisfy the unique needs of an aging client base.
Helping clients realize their financial dreams offers opportunity to open up new revenue streams for your practice and increase retention.
This article discusses “life planning," including how it differs from traditional financial planning and the benefits of being a life planner.
In this podcast, Blane Warrene digs into the key elements of social media and compliance issues.
In this archived webcast, George Kinder explains what Life Planning is and why you should consider adopting it’s principles into your practices,
In this article, top financial planners discuss strategies for retirement, health care costs, and competing with robo-advisers.
This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.