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Compensation & benefits

About this topic

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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Group Insurance and Employee Benefits

Examines group insurance and employee benefits so you can create a competitive advantage for employers, making additional costs of the benefits a good investment in...

Course – Online Group insurance & other employee benefits Intermediate

Executive and Deferred Compensation Arrangements

A true specialty for the personal financial planner, this CPE course explores the many compensation options available to executives and how these options can impact...

Course – Online Executive compensation Intermediate

Personal Financial Planning Boot Camp Bundle

The Personal Financial Planning Boot Camp is an informative and highly engaging review of all personal financial planning (PFP) topics including estate, retirement,...

Course – Online PFS credential preparation

PFP Boot Camp: Risk Management/Employee and Business-Owner Planning

Addressing risk management, this session covers various insurance products, including life, disability and medical insurance, as well as the types of contracts...

Course – Online PFS credential preparation

Essentials of Personal Financial Planning

Essentials of Personal Financial Planning guide is a great resource for financial planners to help their clients take a more holistic approach to their finances and...

Publication PFP process Foundational

From Client Tax Returns to Value-Added Planning: A Guide for CPAs

Learn about how PFP practices can provide CPAs with additional revenue streams, deeper relationships with clients and less dependence on the busy season.

Report Practice management & professional standards Foundational

Analysis of a Tax Return for Personal Financial Planning

Use this checklist developed by leading CPA financial planners to find planning opportunities in your tax practice.

Tool Estate planning Foundational

Moving from Tax Preparer to Financial Planner

Learn about why many CPA financial planners added financial planning services to their tax practices

Article Practice management & professional standards Foundational