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Personal financial planning

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.

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Social Security and Medicare: Maximizing Retirement Benefits

Attend this webcast event to learn about FICA, the Medicare tax, and more so you can advise your clients to make optimal decisions when it comes to Social Security and...

Webcast Government programs Intermediate

Tax Planning for Small Businesses

Join us as we explore state-of-the-art planning ideas and tax-saving strategies to keep more of your client's money in their pockets.

Webcast Tax planning Intermediate

Ethics: Non-Attest Service, Integrity, and Objectivity

Evaluating the AICPA's Code of Professional Conduct, this course offers critical guidance for handling conflicts of interest. Through interactive case studies,...

Course – Online Ethics, integrity & professionalism

Selected Topics in Professional Ethics

Describing the basic tenets of ethical and professional conduct, this course covers the principles of ethics and explains why the code is necessary and how it is...

Course – Online Ethics, integrity & professionalism

The Risk Management Planning Process

Covering important principles in the risk management process and the professional environment, this CPE course will help you to educate your clients about the...

Course – Online Risk management & insurance planning Intermediate

Business Succession Planning

In this webcast, Steve Siegel will discuss the various issues and alternatives that arise with respect to succession planning for the owners of privately-held businesses.

Webcast Succession planning Intermediate

Investment Planning Certificate Program

Part of the Personal Financial Planning Certificate Program, this certificate program includes eight courses covering steps in the investment planning life cycle,...

Course – Online Investment planning Intermediate

Social Security and Medicare: Maximizing Retirement Benefits

Covering real-world situations, this CPE course gives you the tools you need to advise your clients on making optimal decisions when it comes to Social Security and...

Course – Online Government programs Intermediate

Retirement Planning Certificate Program

Designed for practitioners who want a thorough understanding of retirement planning, the AICPA's Retirement Planning Certificate program is a series of courses...

Course – Online Retirement planning Intermediate

Switching Gears Lifestyle Process

Brought to you by the AICPA, Switching Gears Lifestyle Process is a retirement coaching program created to help you implement a post-career plan of action which will...

Publication Retirement planning Foundational

Education Planning

This CPE course examines personal financial planning for college, a critical consideration affecting areas from cash flow planning to income taxation.

Course – Online Education planning Intermediate

Integrating Investments with the Financial Plan

This two-part course examines the monitoring and updating phase of the investment planning engagement and discusses some of the types of advisers the personal...

Course – Online Investment planning Intermediate