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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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Individual Tax Fundamentals

Get up-to-date information on critical tax issues and sort through the maze of tax compliance and planning strategies.

Webcast Individual income taxation Foundational

AICPA ENGAGE

Jun 7, 2020 - Jun 11, 2020 - Las Vegas, NV- AICPA's ENGAGE is the newest, premier event that offers expanded leadership and learning opportunities to accelerate and...

Conference – Live Estate planning Advanced

AICPA and CIIPA Annual Summit for Accountants and Financial Professionals

Nov 25 - Nov 26, 2019 - Grand Cayman, Cayman Islands - Join us for a one-of-a-kind gathering for the region, featuring opportunities to engage the profession's leading...

Conference – Live Macroeconomic analysis Foundational

AICPA Code: Ethics in Practice

This webcast details what you need out of the AICPA Code of Professional Conduct. You will explore the various ethical pronouncements and changes occurring in the...

Webcast Ethics, integrity & professionalism

AICPA Women's Global Leadership Summit

Nov 6, 2019 - Nov 8, 2019 - San Diego, CA - Online - This conference will provide sessions on leadership, boardroom diversity and best practices to enhance the skills...

Conference – Live,   Conference – Virtual Influence Foundational

Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course

Covers the basic tenets of ethical and professional conduct and the principles of ethics.

Course – Online,   Course – Textbook Ethics, integrity & professionalism

Social Security and Medicare: Maximizing Retirement Benefits

FICA, Medicare tax and more - what you need to know in real-world scenarios. Our webcast will help you advise your clients on making optimal Social Security and...

Webcast Government programs Intermediate

Ethics and Professional Conduct: Updates and Practical Applications

Join our webcast to get a timely refresher on the AICPA Code of Professional Conduct and review the conceptual framework and independence provisions for nonattest...

Webcast Ethics, integrity & professionalism

AICPA Sophisticated Tax Planning for Your Wealthy Clients

Nov 18, 2019 - Nov 19, 2019 - Philadelphia, PA -The AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients offers the latest updates, cutting-edge...

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

AICPA Personal Financial Planning Summit

Join us Jan 27, 2020 - Jan 29, 2020 - Austin, TX - The AICPA PFP Summit is a deeper dive on critical topics for personal financial planners and CPAs. A gathering of...

Conference – Live Practice management & professional standards Advanced

Cut Your Client's Tax Bill: Individual Planning Tips and Strategies

The latest techniques for building and conserving wealth through proactive tax-planning and investment strategies.

Course – Textbook Individual income tax planning Intermediate

The Retirement Planning Process

In this two-part, 2-hour narrated PowerPoint video, Tom Tillery will teach you how to counsel your clients to set practical and realistic goals for retirement and...

Course – Online Retirement planning Intermediate