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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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Social Security and Medicare: Maximizing Retirement Benefits

Attend this webcast event to learn about FICA, the Medicare tax, and more so you can advise your clients to make optimal decisions when it comes to Social Security and...

Webcast Government programs 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 Personal financial planning

Personal Financial Planning Boot Camp

The Personal Financial Planning Boot Camp webcast is an informative and highly engaging review of all personal financial planning (PFP) topics. Includes estate,...

Webcast PFS credential preparation

AICPA Personal Financial Planning Summit

Join us Jan 8, 2018 - Jan 10, 2018 - Rancho Palo Verdes, CA - The AICPA PFP Summit is a deeper dive on critical topics for personal financial planners and CPAs. A...

Conference – Live Personal financial planning

Proactive Financial and Tax Planning: The First 100 Days

Gain insight into tax planning to strengthen your client's overall financial planning strategy.

Webcast Individual income tax planning Intermediate

A new tax-efficient approach to protecting unrealized gains

Learn how stock protection funds enable investors to hedge against risks in their investment portfolios without adverse tax results.

Article Investment planning

Evaluating Existing Variable Annuities: What Every Advisor Needs to Know

Join noted financial Planner Michael Kitces, co-author of the unbiased and objective book "The Advisor's Guide to Annuities" to review everything you need to know...

Webcast Process, taxation & strategies Intermediate

How to avoid inheritance mistakes

​This article summarizes the most common mistakes made when inheriting money, as well as strategies for navigating through the fog of grief to make wise decisions.

Article Process, taxation & strategies Foundational

PFP Boot Camp: Estate and Charitable Planning

Written by expert authors, this session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels.

Course – Online PFS credential preparation

PFP Boot Camp: Investment and Education Planning

This session explores the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis. It will...

Course – Online 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.

Course – Online PFS credential preparation

Personal Financial Planning Boot Camp Bundle

The Personal Financial Planning Boot Camp is an informative and highly engaging review of all personal financial planning (PFP) topics including estate, retirement,...

Course – Online PFS credential preparation