This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

PFP process

Filter

About this topic

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.

Check your knowledge

Take a knowledge check to evaluate your proficiencies and find related learning resources.

Get started

4 Results

Your Selections:

{{mf.name}} {{mc.name}} {{mc.name}} {{prof.name}} {{location.name}} {{distance.name}} CPE Credit

Formats

Topics

{{mc.name}} ({{mc.count}})

Refine topics

Apply my selections

Proficiency levels

{{skill.name}} ({{skill.count}})

CPE credit

CPE Credit ({{credit.count}})

Locations

{{locaton.name}} ({{locaton.count}})

Distances

{{distance.name}} ({{distance.count}})

Your location: {{form.user_location.address}}

Your location was detected based on your browser location. Update your profile to include a valid physical address.

Your location is based on your IP address. Update your profile to include a valid physical address or click the button below to use your browser to detect your location for this session.

Your location is based on data from your profile and is only visible to you. Click the button below to use your browser to detect your location for this session.

Detect my location

PFP process