This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Retirement 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.

Check your knowledge

Take a knowledge check to evaluate your proficiencies and find related learning resources.

Get started

AICPA ENGAGE

Jun 7, 2020 - Jun 11, 2020 - Las Vegas, NV- AICPA's ENGAGE is the newest, premier event that offers expanded leadership and learning opportunities to accelerate and...

Conference – Live Estate planning Advanced

Social Security and Medicare: Maximizing Retirement Benefits

FICA, Medicare tax and more - what you need to know in real-world scenarios. Our webcast will help you advise your clients on making optimal Social Security and...

Webcast Government programs Intermediate

AICPA Sophisticated Tax Planning for Your Wealthy Clients

Nov 18, 2019 - Nov 19, 2019 - Philadelphia, PA -The AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients offers the latest updates, cutting-edge...

Conference – Live,   Conference – Virtual Process, taxation & strategies Intermediate

AICPA Personal Financial Planning Summit

Join us Jan 27, 2020 - Jan 29, 2020 - Austin, TX - The AICPA PFP Summit is a deeper dive on critical topics for personal financial planners and CPAs. A gathering of...

Conference – Live Practice management & professional standards Advanced

The Retirement Planning Process

In this two-part, 2-hour narrated PowerPoint video, Tom Tillery will teach you how to counsel your clients to set practical and realistic goals for retirement and...

Course – Online Retirement planning Intermediate

Governmental and Employer Retirement Plans

In this four-part, 4-hour narrated PowerPoint video, moderator Tom Tillery will examine Governmental Plans, Qualified Retirement Plans, and Other Employer Retirement...

Course – Online Retirement plans & savings vehicles Intermediate

Analyzing Client Retirement Data

In this four-part, 4-hour narrated PowerPoint presentation, Tom Tillery will examine Key assumptions and risks, Modeling techniques, Taxation and income tax planning,...

Course – Online Process, taxation & strategies Intermediate

Creating, Implementing and Monitoring The Retirement Plan

In this four-part narrated PowerPoint presentation, Tom Tillery will discuss contributions to, and distributions from, various types of retirement plans, enabling you...

Course – Online Retirement plans & savings vehicles Intermediate

Retirement Planning Certificate Program

Designed for practitioners who want a thorough understanding of retirement planning, the AICPA's Retirement Planning Certificate program is a series of courses...

Course – Online Retirement planning Intermediate

Social Security and Medicare: Maximizing Retirement Benefits

Features real-world situations around Social Security and Medicare to help you better advise your clients on their personal financial plans.

Course – Textbook Government programs Intermediate

Cash Management Strategies

Gain a fundamental understanding of the time value of money concepts, as well as the competent use of a financial calculator or time value of money software, to help...

Course – Online Estate planning Intermediate

Personal Financial Planning Process

Covers elements of the overall planning process, including gathering data, establishment of financial objectives and identification of constraints.

Course – Online Process, taxation & strategies Intermediate