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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Introduces the personal financial planner to investment strategies and vehicles, and examines the implementation phase of the investment planning engagement.
This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.