This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

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.

Check your knowledge

Take a knowledge check to evaluate your proficiencies and find related learning resources.

Get started

Professional Ethics: The AICPA's Comprehensive Course

Learn the most up-to-date AICPA, SEC, and GAO ethics rules. Through interactive case studies, exercises and illustrative graphics, this CPE course covers the basic...

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

PFP Boot Camp: PFP 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...

Webcast 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.

Webcast PFS credential preparation

PFP Boot Camp: PFP Standards and Responsibilities

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

Webcast PFS credential preparation

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

Creating, Implementing and Monitoring The Retirement Plan

In this four-part narrated PowerPoint presentation, Tom Tillery will discuss contributions to, and distributions from, various types of retirement plans, enabling you...

Course – Online Retirement plans & savings vehicles Intermediate

Elder and Special Needs Planning

In this four-part, 4-hour narrated PowerPoint presentation, Tom Tillery will examine Professional Environment and Non-Financial Factors, Financial Decisions, Taxation...

Conference – Virtual Elder & special needs planning Intermediate

Medical Care and Health Insurance

Created by the Business Learning Institute (BLI), this one-hour CPE course will examine and walk-through key features of the Affordable Care Act, with particular...

Course – Online Market & regulatory environment Foundational

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

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

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