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Tax and Personal Financial Planning Competency Framework

CPAs are expected to maintain a level of competence to meet the profession’s technical and ethical standards and provide valuable services to the public, employers and clients. Competence represents the attainment and maintenance of a level of understanding and knowledge that enables CPAs to render services with facility and acumen. The  AICPA Competency Framework: Tax and Personal Financial Planning is designed to help CPAs understand the knowledge and skills necessary to address the needs of their clients and firms. The framework is underpinned by the need for objectivity, integrity and ethical behavior, and it includes a commitment to continuously acquire new skills and knowledge.

Download the free AICPA Competency Framework: Tax and Personal Financial Planning .