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Portfolio management

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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Portfolio Management

Learn the strategies applicable to implementing portfolio management, from selecting an investment adviser to populating the investment portfolio.

Course – Online Portfolio management 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

The CPA's Guide to Financial and Estate Planning

This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.

Report Process, taxation & strategies Intermediate

Reducing Retirement Risk with a Rising Equity Glidepath

This study explores the issue of what is an appropriate default equity glidepath for client portfolios during the retirement phase of the lifecycle.

Report Portfolio management Advanced

Retirement Risk, Rising Equity Glidepaths, and Valuation-Based Asset Allocation

This study explores the interaction of two research threads relating to asset allocation in retirement.

Report Portfolio management Advanced