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Investment planning

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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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

Reexamining tax-loss harvesting: Better results through enhanced understanding

This article looks at the practice of tax-loss harvesting which can offer the potential for significantly increased after-tax returns.

Article Process, taxation & strategies Intermediate

Reducing investment taxes in 2017

This article describes investment planning strategies for discussion with your clients looking to reduce their taxes.

Article Process, taxation & strategies Foundational

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

Advising Clients During Market Uncertainty

This podcast discusses recent market events, how to advise and communicate with clients, and planning opportunities to consider.

Video Process, taxation & strategies Foundational

The Impact of Brexit on Your Clients’ Investments

​This blog post provides insight on the impact of Brexit on your clients personal finances.

Article Investment planning Foundational

The Department of Labor’s Conflict of Interest Rule and its Exemptions

This white paper explores the many effects of the U.S. Department of Labor’s Fiduciary Rule on advisors and consumers.

Report Process, taxation & strategies Advanced

Income Shifting with Trusts and Partnerships

This archived webcast covers some of the issues regarding various methods of shifting income.

Webcast Process, taxation & strategies Intermediate

Estate, Tax and Financial Planning: New Ideas To Address with Your Clients

This archived webcast discusses certain strategies advisers should consider sharing with their clients.

Webcast Estate planning Foundational

Estate, Tax and Financial Planning - New Ideas To Address with Your CPA

The integration of all aspects of financial planning is critical to achieving financial goals. This archived webcast addresses certain strategies to consider undertaking.

Webcast Estate planning Foundational

Top 15 Year-End Financial and Tax Planning Ideas

​Bob Keebler looks at the top 15 financial and tax planning ideas to consider with your clients, including Roth conversions and more.

Video Process, taxation & strategies Intermediate

Asset Allocation Glidepaths in Retirement

Michael Kitces discusses recent research into retirement asset allocation that opposes the common approach of decreasing equities in later years.

Webcast Process, taxation & strategies Advanced