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Technical

Moving from Tax Preparer to Financial Planner Logo aicpa

  Free |   AICPA |   AICPA.org

Learn about why many CPA financial planners added financial planning services to their tax practices.

Topics covered:
  • Personal financial planning: Technical: Estate planning, Foundational
  • Personal financial planning: Technical: Charitable planning, Foundational
  • Personal financial planning: Technical: Risk management & insurance planning, Foundational
  • Personal financial planning: Technical: Compensation & benefits, Foundational
  • Personal financial planning: Technical: Investment planning, Foundational
  • Personal financial planning: Technical: Retirement planning, Foundational
  • Personal financial planning: Technical: Practice management & professional standards, Foundational

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