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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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...
This article discusses how a methodical approach to analysing personnel data could help organisations retain employees and save money.
This articles explores how at one midsize Illinois firm, staff members who want to leave the firm receive mentoring assistance as they pursue their career’s next chapter.
Traditional employee performance appraisals are being called outdated and arbitrary.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.