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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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Planning for Divorce: The Tax Ramifications

This webcast will discuss tax issues in dividing pension plans, businesses, rental properties and employee option plans. Developments from the courts in alimony and...

Webcast Marriage & divorce Foundational

Real Estate Tax Update

Learn what's new for rental real estate and passive activity rules; Sec. 1031 exchanges; Reverse Starker Exchanges; online rental activities and more, second...

Webcast Estate planning Foundational

AICPA Code: Ethics in Practice

Join this webcast to review how ethics applies to you as a CPA and why it's important to have a code of ethics. Learn how to find what you need in the AICPA Code of...

Webcast Ethics, integrity & professionalism

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

PFS Exam Review Materials

Get the PFS Exam Review Materials, a collection of practice questions and case studies to assist PFS exam candidates as they prepare for the PFS exam. Updated for 2017.

Publication Personal financial planning

Personal Financial Planning Boot Camp

The Personal Financial Planning Boot Camp webcast is an informative and highly engaging review of all personal financial planning (PFP) topics. Includes estate,...

Webcast PFS credential preparation

AICPA Personal Financial Planning Summit

Join us Jan 8, 2018 - Jan 10, 2018 - Rancho Palo Verdes, CA - The AICPA PFP Summit is a deeper dive on critical topics for personal financial planners and CPAs. A...

Conference – Live Personal financial planning

How firms can overcome challenges and develop a diverse workforce

Recruiting a diverse workforce can be a challenge. This article discusses how the challenge can be overcome with a commitment to building relationships.

Article Team building Advanced

A new tax-efficient approach to protecting unrealized gains

Learn how stock protection funds enable investors to hedge against risks in their investment portfolios without adverse tax results.

Article Investment planning

Evaluating Existing Variable Annuities: What Every Advisor Needs to Know

Join noted financial Planner Michael Kitces, co-author of the unbiased and objective book "The Advisor's Guide to Annuities" to review everything you need to know...

Webcast Process, taxation & strategies Intermediate

6 leadership mistakes to avoid

Consider the areas identified in this article when dealing with critical change.

Article Change management Foundational

How to avoid inheritance mistakes

​This article summarizes the most common mistakes made when inheriting money, as well as strategies for navigating through the fog of grief to make wise decisions.

Article Process, taxation & strategies Foundational