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Budget & expense 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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Planning for Spending in Retirement

This archived webcast explores cash flow planning as a critical piece of the retirement planning puzzle.

Webcast Budget & expense management Foundational

Theory of Budgeting

In this course you will learn about the different types of budget and the different ways to budget for example the fixed and flexible approach to budgeting

Video Budget & expense management Foundational

The CPA’s Guide to Practical Retirement Planning

This guide provides a comprehensive look at what the CPA needs to know about retirement planning and how to communicate to the client in various stages of life.

Report Process, taxation & strategies Intermediate