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

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

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

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

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...

Course – Online Elder & special needs planning Intermediate

Retirement Planning Certificate Program

Designed for practitioners who want a thorough understanding of retirement planning, the AICPA's Retirement Planning Certificate program is a series of courses...

Course – Online Retirement planning Intermediate

Social Security and Medicare: Maximizing Retirement Benefits

FICA, Medicare tax and more - what you need to know in real-world scenarios. Our webcast will help you advise your clients on making optimal Social Security and...

Webcast Government programs Intermediate

Social Security and Medicare: Maximizing Retirement Benefits

Features real-world situations around Social Security and Medicare to help you better advise your clients on their personal financial plans.

Course – Textbook Government programs Intermediate

Individual Tax Fundamentals

Get up-to-date information on critical tax issues and sort through the maze of tax compliance and planning strategies.

Webcast Individual income taxation Foundational

AICPA Sophisticated Tax Planning for Your Wealthy Clients

Nov 18, 2019 - Nov 19, 2019 - Philadelphia, PA -The AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients offers the latest updates, cutting-edge...

Conference – Live,   Conference – Virtual Process, taxation & strategies 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