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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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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

PFP in Practice: Putting it all Together, Part 1 and 2

A two-part course presenting four case studies that cover typical scenarios the personal financial planner may encounter.

Course – Online Practice management & professional standards Intermediate

Cash Management Strategies

Gain a fundamental understanding of the time value of money concepts, as well as the competent use of a financial calculator or time value of money software, to help...

Course – Online Estate planning Intermediate

Personal Financial Planning Process

Covers elements of the overall planning process, including gathering data, establishment of financial objectives and identification of constraints.

Course – Online Process, taxation & strategies Intermediate

PFP Regulatory and Fiduciary Landscape

Provides a road map for the Statement on Standards in Personal Financial Planning Services No. 1 (SSPFPS-No.1) and covers some of the laws that govern the securities...

Course – Online Practice management & professional standards Intermediate

PFP Standards and Responsibilities

Covers professional standards and ethics as required by the AICPA.

Course – Online Practice management & professional standards Intermediate

Integrating Estate Planning With the Tax and Financial Plan

Gain insight into taxation and income tax planning and the interrelationship between income tax and estate tax, which provides numerous personal financial planning...

Course – Online Estate planning Intermediate

Charitable Planning

Gain knowledge of charitable transfers, charitable trusts, and other charitable planning vehicles applicable to estate and gift planning.

Course – Online Charitable planning Intermediate

Incapacity and Postmortem Estate Planning

Equip yourself with the knowledge you need to help your clients create a plan for their estates in case they ever become physically or mentally incapacitated or...

Course – Online Incapacity & postmortem estate planning Intermediate

Estate Planning Certificate Program

The Estate Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge of estate planning.

Course – Online Estate planning Intermediate

Closely-held Business Estate Planning

Learn about planning strategies and documents needed for closely held business estate planning issues so you can provide reasoned recommendations to your clients.

Course – Online Process, taxation & strategies Intermediate

Basic Estate and Gifting Strategies

Learn the correct application of estate planning and gift strategies that can greatly enhance the client's personal financial plan.

Course – Online Process, taxation & strategies Foundational