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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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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

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Article Process, taxation & strategies Foundational

PFP Boot Camp: Estate and Charitable Planning

Written by expert authors, this session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels.

Course – Online PFS credential preparation

PFP Boot Camp: Investment and Education Planning

This session explores the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis. It will...

Course – Online PFS credential preparation

PFP Boot Camp: Calculator and Time Value of Money

Get in-depth instruction in the basic use of the financial calculator and its application in comprehensive financial planning.

Course – Online PFS credential preparation

Personal Financial Planning Boot Camp Bundle

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

Course – Online PFS credential preparation

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Article Project management 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

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

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This blog post offers a few tips that will help you up your game, especially when meeting people at events or in large groups.

Article Communication Foundational