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Practice management & professional standards

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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Building on Compliance: The Evolution of Tax Services

Clients today want a comprehensive relationship with their CPAs. This article explores how practitioners can capitalize on this opportunity

Article Practice management & professional standards Intermediate

4 Ways to Move Toward Practice Transformation

In this blog post, Lyle Benson, CPA/PFS, shares the top challenges and questions CPAs and financial planners should consider to shape their practices for the future.

Article Practice management & professional standards Intermediate

The 4-Step Coach Approach to Client Service

This blog post discusses four steps CPA financial planners can take to help coach clients to success.

Article Practice management & professional standards Foundational

The next frontier in data analytics

​This article discusses why CPAs and organizations need to learn to use advanced technology to predict and achieve outcomes.

Article Practice growth Intermediate

DOL Fiduciary Rule Resources

This page provides access to a 5-part podcast series with Ron Rhoades on the DOL fiduciary rule.

Article Practice management & professional standards Foundational

Make your practice senior-friendly

This article shares advice for how CPAs can orient the delivery of their services to satisfy the unique needs of an aging client base.

Article Practice management & professional standards Foundational

Two Lies & One Truth about Personal Financial Planning

Helping clients realize their financial dreams offers opportunity to open up new revenue streams for your practice and increase retention.

Article PFP process Foundational

Life Planning: The Conversation of a Lifetime

This article discusses “life planning," including how it differs from traditional financial planning and the benefits of being a life planner.

Article PFP process Foundational

What CPA financial Planners Need to Know about Social Media and Compliance

In this podcast, Blane Warrene digs into the key elements of social media and compliance issues.

Video Practice management & professional standards Foundational

The Life Planning Perspective - An Interview with George Kinder

In this archived webcast, George Kinder explains what Life Planning is and why you should consider adopting it’s principles into your practices,

Webcast Practice management & professional standards Foundational

Meeting the financial planning challenges of the future

In this article, top financial planners discuss strategies for retirement, health care costs, and competing with robo-advisers.

Article Practice management & professional standards Foundational

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