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 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...
Known around the world for her 2012 TED Talk, ENGAGE 2017 keynote speaker Amy Cuddy teaches us how to use simple techniques to liberate ourselves from fear in...
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