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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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Real-World Business Ethics for CPAs in A&A

Explore ethical issues in the context of actual regulatory and court proceedings that were resolved both in favor of and against A&A professionals in public practice.

Conference – Virtual 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

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

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

A comprehensive overview of the changes impacting individuals and families as well as critical financial planning considerations and strategies.

Course – Online Individual income tax planning Intermediate

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

January 23, 2018 - The monumental passing of the Tax Cuts and Jobs Act results in historic tax reform impacting nearly every American. This CPE course provides a...

Webcast Individual income tax planning Foundational

Crowdfunding In-Depth: Meeting Humanitarian Needs with Planning Strategies

In this webcast, Martin Shenkman discusses humanitarian crowdfunding and how it may impact your individual clients.

Webcast Charitable gifts Intermediate

PFP Boot Camp: PFP Standards and Responsibilities

This session discusses the professional responsibilities of a CPA financial planner and provides a comprehensive review of the Statement on Standards in Personal...

Course – Online PFS credential preparation

AICPA Sophisticated Tax Planning for Your Wealthy Clients

Nov 29, 2018 - Nov 30, 2018 - Washington, DC and Online- The AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients offers the latest updates,...

Conference – Live,   Conference – Virtual Process, taxation & strategies Intermediate

PFP Boot Camp: Personal Financial Planning Process, Concepts and Environment

An introductory session to the personal financial planning process. It reviews methods of gathering client data, the regulatory landscape for personal financial...

Course – Online PFS credential preparation

Estimating the True Cost of Retirement

Join us as we explore a framework to better understand how much retirement actually costs and a process for better estimating its true cost. Review the implications of...

Webcast Process, taxation & strategies Foundational

Top Financial and Tax Planning Ideas to Start the New Year

In this webcast, Bob Keebler will share tax planning Ideas and strategies to consider with your individual clients.

Webcast Individual income tax planning Intermediate

AICPA Women's Global Leadership Summit

Nov 14, 2018 - Nov 16, 2018 - New York, NY - Online - This conference will provide sessions on leadership, boardroom diversity and best practices to enhance the skills...

Conference – Live,   Conference – Virtual Influence Intermediate