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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. 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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Ethics and Professional Conduct: Updates

This CPE webcast provides a timely update and refresher on the AICPA Code of Professional Conduct, including the conceptual framework and independence provisions for...

Webcast Ethics, integrity & professionalism

Retirement Planning Certificate: Analyzing Client Retirement Data

In this four-part, 4-hour narrated PowerPoint presentation, Tom Tillery will examine Key assumptions and risks, Modeling techniques, Taxation and income tax planning,...

Course – Online Process, taxation & strategies Intermediate

Retirement Planning Certificate: Personal Retirement Investments, Income and Expenses

In this four-part, 3-hour narrated PowerPoint video, Tom Tillery will examine personal retirement savings vehicles, including IRAs and other retirement plans. Social...

Course – Online Retirement plans & savings vehicles Intermediate

Using Personal Learning Networks to Learn New Skills

The difference between treading water and taking control lies in your ability to build a top-notch "personal learning network." Join Bill Sheridan for this webcast as...

Webcast Collaboration & partnering Foundational

Conflict and Communication - You vs. Me vs. Them

Learn how to employ a systematic approach to help you deal with difficult people in order to prevent or resolve workplace conflict and build a high performing culture.

Webcast Communication Intermediate

Get Out of the Casket and Up to the Podium

Public speaking is a necessity in today's business world. Learn to overcome your anxiety so you can exude confidence and present clear and engaging information that...

Webcast Communication Foundational

Leadership Improv - Why "Fake It Until You Make It" Works

This webcast uses the lessons and spontaneous creativity of improv acting to improve your leadership and business development skills.

Webcast Team building Foundational

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.

Webcast Ethics, integrity & professionalism

Working Together - Four Personality Styles in the Workplace

Attend this webcast to review the four basic, but very different, personality styles. Increase the effectiveness of your teams by understanding the dynamics and...

Webcast Team building Foundational

Effective Communication and Negotiation (Recommended for Twitter 101)

Created by the Business Learning Institute (BLI), this one-hour CPE course will examine and walk-through key communication techniques, to include effective listening,...

Course – Online Communication Foundational

Retirement Planning Certificate: Governmental and Employer Retirement Plans

In this four-part, 4-hour narrated PowerPoint video, moderator Tom Tillery will examine Governmental Plans, Qualified Retirement Plans, and Other Employer Retirement...

Course – Online Retirement plans & savings vehicles Intermediate

AICPA Women's Global Leadership Summit

Nov 8, 2017 - Nov 10, 2017- Chicago, IL - This conference will provide sessions on leadership, boardroom diversity and best practices to enhance the skills and...

Conference – Live Influence Intermediate