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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This article provides information on the value of "stay" interviews and provides pointers to keep these interviews on track so your organisation can retain valued...
Trust within an organization is essential to its success, but trust isn't a given. This article discusses a recent research report and provides tips to build trust.
Accounting recruiters can learn from college coaches, who build relationships with, and are identifying talent early. Learn more in this article.
With a generation of tech-savvy Millennials flooding the workforce, gamification has become a hot topic as a management tool.
This article discusses how PWC's global career progression framework and real-time feedback, is developing and retaining talent in the hopes of improving audit quality.
This article shares tips for implementing nonfinancial rewards and perks at your workplace.
Traditional employee performance appraisals are being called outdated and arbitrary. This article describes how to turn them into useful conversations.
This article discusses how organizations can motivate and engage newer employees, and build the knowledge of established ones, through reverse mentoring.
This article discusses six key traits that business leaders need to embody to convert diversity into insights that drive financial performance:
This article discusses several reasons why diversity and inclusion make good business sense for CPA firms.