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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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Ethics in Practice: AICPA Code and Real Life Applications

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

Webcast Ethics, integrity & professionalism

Advanced Personal Financial Planning Conference

Jun 9, 2019 - Jun 13, 2019 - Las Vegas, NV

Conference – Live Personal finance decisions Advanced

Social Security and Medicare: Maximizing Retirement Benefits

Attend this webcast to learn about FICA, Medicare tax and more. We will cover real-world examples, so you can advise your clients on making optimal Social Security and...

Webcast Government programs Intermediate

AICPA Advanced Estate Planning Conference

Jun 9, 2019 - Jun 13, 2019 - Las Vegas, NV

Conference – Live Process, taxation & strategies Advanced

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

Learn the most up-to-date AICPA, SEC, and GAO ethics rules in an inventive and creative way. Through interactive case studies, exercises and illustrative graphics,...

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

Tax Reform Update - Individuals and Sole Proprietors

This webcast provides a comprehensive overview of the changes impacting individuals and families, as well as critical financial planning considerations and strategies.

Webcast Individual income tax planning Foundational

Ethics and Professional Conduct: Updates

This webcast provides a timely update and refresher on the AICPA Code of Professional Conduct. You will review the conceptual framework and independence provisions for...

Webcast Ethics, integrity & professionalism

Individual Tax Fundamentals

This webcast provides participants up-to-date information on critical tax issues, giving them an outstanding foundation in the federal tax arena for individuals....

Webcast Individual income taxation Foundational

Social Security and Medicare: Maximizing Retirement Benefits

Updated for Tax Cuts and Jobs Act (TCJA), this CPE course gives you the tools you need to advise your clients on making optimal decisions when it comes to Social...

Course – Textbook Government programs Intermediate

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

Completely updated for tax law changes, this CPE course will bring you up-to-date on the latest strategies that will keep more money in the hands of your clients and...

Course – Online Individual income tax planning Intermediate

PFS Exam Review Materials

Get the PFS Exam Review Materials, a collection of practice questions and case studies to assist PFS exam candidates as they prepare for the PFS exam. Updated for 2017.

Publication PFS credential preparation

PFP Practical Applications Certificate Program

An informative and engaging learning experience that will enhance your knowledge of personal financial planning. Learn to navigate the regulatory environment,...

Course – Online Practice management & professional standards Intermediate