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.
Take a knowledge check to evaluate your proficiencies and find related learning resources.Get started
This column offers strategies for evading political gaffes at work and for dealing with situations that often cannot be avoided.
During uncertain times, communication gaps can be filled with rumour, undermining a leader's credibility and sapping morale. Here's how to get out in front of an issue.
Writing an efficient work-related message is easier said than done. To ensure your emails work rather than waste time, this article offers some tips.
In this article, three experienced public speakers share common mistakes people make and identify ways to avoid them.