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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 put together a game plan for their future.
Formats available: Paperback, eBook
Price range from: $129.00–$179.00
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This calendar scheduling tool serves as a virtual firm administrator, helping practitioners efficiently manage monthly, quarterly and annual administrative duties.
Formats available: On-Demand
Price range from: $249.00–$319.00
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This guide is designed to aid tax advisers and researchers in developing their research skills. The book employs a systematic approach to tax problems based on essential research procedures. It provides specific examples of how to use research techniques effectively in both tax compliance and tax planning engagements, with an emphasis on communicating findings to clients.
Formats available: eBook, Paperback
Price range from: $69.00–$89.00
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The Adviser's Guide to Healthcare is a comprehensive resource for professionals who provide advisory services for healthcare practices and related providers. The Guide covers recent healthcare legislation, healthcare practice consulting, and introduces models of healthcare practices.
Formats available: Paperback, Paperback, Paperback, On-Demand, On-Demand, On-Demand
Price range from: $109.00–$279.00
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The MAP eHandbook is a valuable practice management resource, offering best practice advice regarding employee compensation and benefits, staffing, disaster recovery, firm organization, and many other areas of interest to your firm.
Formats available: Online Subscription, Online Subscription
Price range from: $149.00–$399.00
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Brought to you by the AICPA, Switching Gears Lifestyle Process is a retirement coaching program created to help you implement a post-career plan of action which will create new paths for your life.
Formats available: On-Demand
Price range from: $1,800.00–$2,000.00
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Publications
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 put together a game plan for their future.
Formats available: Paperback, eBook
Price range from: $129.00–$179.00
View details
Publications
Get the PFS Exam Review Materials, a collection of practice questions and case studies to assist PFS exam candidates as they prepare for the PFS exam. Updated for 2017.
Formats available: Paperback
Price range from: $309.00–$389.00
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