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 archived webcast walks through the replacement process and illustration of the “finished product” with a case study.
In this podcast, Tom Tillery discusses what to consider when replacing a client’s existing life insurance contract,
This podcast discusses strategies to consider once the adviser and client decide that the life insurance contract no longer achieves the goals of the personal...
This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.