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.

Technical

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

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

Governmental and Employer Retirement Plans

In this four-part, 4-hour narrated PowerPoint video, moderator Tom Tillery will examine Governmental Plans, Qualified Retirement Plans, and Other Employer Retirement...

Course – Online Retirement plans & savings vehicles Intermediate

The Retirement Planning Process

In this two-part, 2-hour narrated PowerPoint video, Tom Tillery will teach you how to counsel your clients to set practical and realistic goals for retirement and...

Course – Online Retirement planning Intermediate

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

AICPA Sophisticated Tax Planning for Your Wealthy Clients Online Conference

Nov 13, 2017- Nov 14, 2017 - Boston, MA - The AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients offers the latest updates, cutting-edge strategies...

Conference – Virtual Process, taxation & strategies Intermediate

AICPA Advanced Estate Planning Conference

Jun 11, 2018 - Jun 14, 2018 - Las Vegas, NV

Conference – Live Process, taxation & strategies Advanced

Advanced Personal Financial Planning Conference

Jun 11, 2018 - Jun 14, 2018 - Las Vegas, NV

Conference – Live Personal finance decisions Advanced

Stop behavioral biases from sabotaging your clients’ long-term objectives

This article discusses some ways CPAs can help prevent their clients from making emotionally driven investing mistakes.

Article Process, taxation & strategies Foundational