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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This page provides access to the Inside Information newsletter from Bob Veres. This newsletter is a leading information source for the elite of the financial...
To aid in determining both applicability of SSPFPS No. 1 and compliance with it, the AICPA has developed the Standards in PFP: Compliance Toolkit.
This report documents the rise of a new form of competition for financial advisors – the “Robo-Adviser” .
This page presents guidance and sample consent forms to comply with regulations involving disclosure and use of tax return information by tax return preparers.
Learn about why many CPA financial planners added financial planning services to their tax practices
This page describes the professional responsibilities related to those providing PFP services and easy access to SSPFPS and the AICPA Code of Conduct.