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.
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The importance of killing projects
This article explores an often overlooked aspect of project management - ending the project.
Article Project management Intermediate
Walking the talk on quality control
This article discusses several ways you can ensure that quality control is central to firm operations.
Article Firm operations Intermediate
5 principles of high-quality ethics and compliance programmes
This article shares five principles of high-quality ethics and compliance programmes.
Article Ethics, integrity & professionalism
How to break down silos within your organisation
The silos that form in organizations are a powerful barrier to information sharing and innovation. This article explains how organizations have removed these barriers.
Article Strategy Foundational
Becoming a strategic risk adviser: How CPAs can move from compliance to strategy
This article discusses how CPAs who use their experience and skills to move beyond compliance can help their organizations navigate risks before they occur.
Article Strategy Intermediate
Advising Clients on the Impact of Brexit
This podcast explains what Brexit is, what it means for the EU and other countries, and the short- and long-term impact on investments.
Audio Macroeconomic analysis Intermediate
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