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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Nov 25 - Nov 26, 2019 - Grand Cayman, Cayman Islands - Join us for a one-of-a-kind gathering for the region, featuring opportunities to engage the profession's leading...
This podcast explains what Brexit is, what it means for the EU and other countries, and the short- and long-term impact on investments.