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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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Professional Ethics: The AICPA's Comprehensive Course
Learn the most up-to-date AICPA, SEC, and GAO ethics rules. Through interactive case studies, exercises and illustrative graphics, this CPE course covers the basic...
Course – Textbook, Course – Online Ethics, integrity & professionalism
AICPA Code: Ethics in Practice
Join this webcast to review how ethics applies to you as a CPA and why it's important to have a code of ethics. Learn how to find what you need in the AICPA Code of...
Webcast Ethics, integrity & professionalism
Ethics and Professional Conduct: Updates
This CPE webcast provides a timely update and refresher on the AICPA Code of Professional Conduct, including the conceptual framework and independence provisions for...
Webcast Ethics, integrity & professionalism
Ethics: Critical Thinking, Case Studies, and Fraud
This webcast will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations.
Webcast Ethics, integrity & professionalism
Professional Ethics for CPAs in Business and Industry
This ethics CPE course uses multimedia and interactive case studies to provide an overview of the ethics standards that apply under the AICPA Code of Professional...
Course – Online Ethics, integrity & professionalism
Selected Topics in Professional Ethics
AICPA members are required to uphold the Institute's Code of Professional Conduct. This CPE course describes the basic tenets of ethical and professional conduct,...
Course – Online Ethics, integrity & professionalism
Real-World Business Ethics for CPAs in A&A
This CPE course provides case studies drawn from real-life situations to help CPAs in audit and accounting become proactive in risk management.
Course – Online Ethics, integrity & professionalism
Ethics: Non-Attest Service, Integrity, and Objectivity
This CPE course discusses the revised AICPA Code of Professional Conduct, emphasizing the two cornerstones - integrity and objectivity.
Course – Online Ethics, integrity & professionalism
Professional Ethics: 2017 Update and Refresher
This CPE course will update you on the new and revised ethical requirements that have been adopted during the past year or were being proposed or considered at the...
Course – Online Ethics, integrity & professionalism
5 principles of high-quality ethics and compliance programmes
This article shares five principles of high-quality ethics and compliance programmes.
Article Ethics, integrity & professionalism
Sample Client Disclosure Language for Outsourcing Rules
This page contains sample language which could be used to fulfill the requirement in the “Use of a Third-Party Service Provider” interpretation.
Article Ethics, integrity & professionalism
AICPA Plain English Guide to Independence
This Guide is designed to help you understand independence requirements under the AICPA Code of Professional Conduct.
Report Ethics, integrity & professionalism
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