This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Influence

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.

Check your knowledge

Take a knowledge check to evaluate your proficiencies and find related learning resources.

Get started

Leading vs managing (formerly Manager vs. Leader: When to be Which and Why)

Analyzing what leaders do, why they do it and when they do it is vital to understanding how to manage. In this webcast, we will look at how to create a balance between...

Webcast Coaching & mentoring Foundational

AICPA Women's Global Leadership Summit

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...

Conference – Live,   Conference – Virtual Influence Foundational

Presence: Bringing Your Boldest Self to Your Biggest Challenges

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...

Publication Influence Foundational

How to deal with dysfunctional people at work

Is your organization disrupted by bullying or other damaging behaviors? This article shares 6 strategies for taking a stand.

Article Influence Intermediate

8 tips for navigating office politics

This column offers strategies for evading political gaffes at work and for dealing with situations that often cannot be avoided.

Article Collaboration & partnering Foundational

How to reassure your staff in times of uncertainty

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.

Article Communication Intermediate

Leadership tips for introverts

This article provides tips for introverted leaders for networking, leading teams, speaking up at meetings, and raising your profile.

Article Influence Foundational

Change Management for Finance and Accounting Professionals

Managing change is an essential skill for those who want to take their organizations and their personal performance to new levels. The book removes the shroud of...

Publication Change management Foundational

A Leader's Guide to Mastering Influence

Participants will gain valuable insights into their strengths as well as development areas to become consummate influencers. By creating a greater awareness of the...

Course – Online Influence Foundational