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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Helping clients realize their financial dreams offers opportunity to open up new revenue streams for your practice and increase retention.
This article discusses “life planning," including how it differs from traditional financial planning and the benefits of being a life planner.
This podcast discusses strategies and tools for digital advice delivery with respect to interacting with potential clients, cultivating leads, and more.
This podcast discusses how to leverage technology in your financial planning practice to deepen client relationships.
This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.
The guide will lead you through a range of business processes most frequently encountered when developing and managing a CPA Personal Financial Planning practice.
In this podcast, Clark Blackman and Dirk Edwards will lead members through a discussion on the nature and objective of the SSPFPS; when and to whom it applies; an...
To aid in determining both applicability of SSPFPS No. 1 and compliance with it, the AICPA has developed the Standards in PFP: Compliance Toolkit.
The manual addresses why SSPFPS is important to members in the protection of clients and their practice.
This archived webcast discusses applying SSPFPS in your engagements with clients and using the compliance toolkit to implement the standards in your firm.
This archived webcast explores how the standards can help in elevating your practice.