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.
Take a knowledge check to evaluate your proficiencies and find related learning resources.Get started
This document provides a framework for a disciplined investment process specific for investment advisors.
Learn about why many CPA financial planners added financial planning services to their tax practices