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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Covers elements of the overall planning process, including gathering data, establishment of financial objectives and identification of constraints.
A three-part course offering strategies applicable to investment planning that illustrates how the Investment Policy Statement (IPS) guides the planner and client...
Covering investing as a process and the professional environment, this two-part CPE course examines the three phases of investment planning engagements: planning,...
This article discusses some ways CPAs can help prevent their clients from making emotionally driven investing mistakes.
This article summarizes the most common mistakes made when inheriting money, as well as strategies for navigating through the fog of grief to make wise decisions.
This article looks at the practice of tax-loss harvesting which can offer the potential for significantly increased after-tax returns.
This article describes investment planning strategies for discussion with your clients looking to reduce their taxes.
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...
This podcast discusses recent market events, how to advise and communicate with clients, and planning opportunities to consider.
This white paper explores the many effects of the U.S. Department of Labor’s Fiduciary Rule on advisors and consumers.
Bob Keebler looks at the top 15 financial and tax planning ideas to consider with your clients, including Roth conversions and more.