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Macroeconomic analysis

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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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