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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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Getting to the Heart of Tax Reform: Individual Income Tax Changes and Planning Strategies

The monumental passing of the Tax Cuts and Jobs Act results in historic tax reform impacting nearly every American. This CPE course provides a comprehensive overview...

Webcast Individual income tax planning Foundational

Cash Management Strategies

Gain a fundamental understanding of the time value of money concepts, as well as the competent use of a financial calculator or time value of money software, to help...

Course – Online Estate planning Intermediate

Personal Financial Planning Process

Covers elements of the overall planning process, including gathering data, establishment of financial objectives and identification of constraints.

Course – Online Process, taxation & strategies Intermediate

PFP Regulatory and Fiduciary Landscape

Provides a road map for the Statement on Standards in Personal Financial Planning Services No. 1 (SSPFPS-No.1) and covers some of the laws that govern the securities...

Course – Online Practice management & professional standards Intermediate

PFP Standards and Responsibilities

Covers professional standards and ethics as required by the AICPA.

Course – Online Practice management & professional standards Intermediate

Individual Tax Planning

Make sure your clients are protecting themselves from the onslaught of higher taxes. This webcast will teach you the latest techniques for building and conserving...

Webcast Individual income taxation Intermediate

Ethics: Critical Thinking, Case Studies, and Fraud

This webcast will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations, with special...

Webcast Ethics, integrity & professionalism

To Roth or Not To Roth

Learn about the fundamental factors that really do, and don't, contribute to long-term wealth creation by choosing to contribute to a Roth retirement account instead...

Webcast Retirement plans & savings vehicles Intermediate

Conflict and Communication - You vs. Me vs. Them

In this webcast, participants will learn a systematic approach for how to deal with difficult personalities in the workplace. By using this approach participants will...

Webcast Communication Intermediate

Individual Tax Fundamentals

This webcast provides participants up-to-date information on critical tax issues, giving them an outstanding foundation in the federal tax arena for individuals....

Webcast Individual income taxation Foundational

Integrating Estate Planning With the Tax and Financial Plan

Gain insight into taxation and income tax planning and the interrelationship between income tax and estate tax, which provides numerous personal financial planning...

Course – Online Estate planning Intermediate

Charitable Planning

Gain knowledge of charitable transfers, charitable trusts, and other charitable planning vehicles applicable to estate and gift planning.

Course – Online Charitable planning Intermediate