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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In this webcast, participants will learn a systematic approach for how to deal with difficult personalities in the workplace. By using this approach participants will...
In this webcast, participants will learn how to overcome their fear of public speaking and be well prepared to present information in a concise and logical manner.
Created by the Business Learning Institute (BLI), this one-hour CPE course will examine and walk-through key communication techniques, to include effective listening,...
Is your organization disrupted by bullying or other damaging behaviors? This article shares 6 strategies for taking a stand.
Responding to text messages from clients could have legal, privacy and security implications. This blog post suggests some guidelines to consider.
This course discusses the basic steps to developing a process that effectively delivers numbers-oriented information to non-financial audiences.
This column offers strategies for evading political gaffes at work and for dealing with situations that often cannot be avoided.