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.


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

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

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