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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Get startedNov 6, 2019 - Nov 8, 2019 - San Diego, CA - Online - This conference will provide sessions on leadership, boardroom diversity and best practices to enhance the skills...
This article explores an often overlooked aspect of project management - ending the project.
This article discusses several ways you can ensure that quality control is central to firm operations.
This article shares five principles of high-quality ethics and compliance programmes.
The silos that form in organizations are a powerful barrier to information sharing and innovation. This article explains how organizations have removed these barriers.
This article discusses how CPAs who use their experience and skills to move beyond compliance can help their organizations navigate risks before they occur.
This podcast explains what Brexit is, what it means for the EU and other countries, and the short- and long-term impact on investments.