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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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Education Planning

Examines personal financial planning for college, a critical consideration affecting areas from cash flow planning to income taxation.

Course – Online Education planning Intermediate

Investment Planning Certificate Program

Part of the Personal Financial Planning Certificate Program, this certificate program includes eight courses covering steps in the investment planning life cycle,...

Course – Online Investment 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

Investment Planning Process

Covering investing as a process and the professional environment, this two-part CPE course examines the three phases of investment planning engagements: planning,...

Course – Online Process, taxation & strategies Intermediate

The Estate Planning Process

Gain a with a broad awareness of the foundational concepts of estate planning.

Course – Online Process, taxation & strategies Intermediate

Trusts and Estate Planning Documents

Understand the ancillary documents necessary to support the estate plan and the client, including a durable power of attorney, the durable power of attorney for health...

Course – Online Process, taxation & strategies Intermediate

Basic Estate and Gifting Strategies

Covers the correct application of estate planning and gift strategies.

Course – Online Process, taxation & strategies Foundational

Advanced Estate Planning Strategies

Learn about advanced estate planning strategies and the various types of generational skipping transfers, so you can provide reasoned recommendations to your clients.

Course – Online Process, taxation & strategies Intermediate

Closely-held Business Estate Planning

Learn about planning strategies and documents needed for closely held business estate planning issues in this self-study course.

Course – Online Process, taxation & strategies Intermediate

Incapacity and Postmortem Estate Planning

Get equipped with the knowledge you need to help your clients plan for situations that may affect their financial and estate plans when they are temporarily,...

Course – Online Incapacity & postmortem estate planning Intermediate

Integrating Estate Planning With the Tax and Financial Plan

Covers taxation and income tax planning, and the interrelationship between income tax and estate tax.

Course – Online Estate planning Intermediate

Charitable Planning

Covers charitable transfers, charitable trusts and charitable planning vehicles applicable to estate and gift planning.

Course – Online Charitable planning Intermediate