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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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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

PFP Practical Applications Certificate Program

An informative and engaging learning experience that will enhance your knowledge of personal financial planning. Learn to navigate the regulatory environment,...

Course – Online Practice management & professional standards Intermediate

PFP in Practice: Putting it all Together, Part 1 and 2

A two-part course presenting four case studies that cover typical scenarios the personal financial planner may encounter.

Course – Online Practice management & professional standards Intermediate

PFP Regulatory and Fiduciary Landscape

Provides a road map for the Statement on Standards in Personal Financial Planning Services No. 1 (SSPFPS-No.1) and covers some of the laws that govern the securities...

Course – Online Practice management & professional standards Intermediate

PFP Standards and Responsibilities

Covers professional standards and ethics as required by the AICPA.

Course – Online Practice management & professional standards Intermediate

PFP Boot Camp: Calculator and Time Value of Money

Get in-depth instruction in the basic use of the financial calculator and its application in comprehensive financial planning.

Course – Online PFS credential preparation

Personal Financial Planning Boot Camp Bundle

The Personal Financial Planning Boot Camp is an informative and highly engaging review of all personal financial planning (PFP) topics including estate, retirement,...

Course – Online PFS credential preparation

PFP Boot Camp: PFP Standards and Responsibilities

This session discusses the professional responsibilities of a CPA financial planner and provides a comprehensive review of the Statement on Standards in Personal...

Course – Online PFS credential preparation

PFP Boot Camp: Personal Financial Planning Process, Concepts and Environment

An introductory session to the personal financial planning process. It reviews methods of gathering client data, the regulatory landscape for personal financial...

Course – Online PFS credential preparation

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

Essentials of Personal Financial Planning

Essentials of Personal Financial Planning guide is a great resource for financial planners to help their clients take a more holistic approach to their finances and...

Publication PFP process Foundational