Search results

Recommended for you

Conferences
July 20, 2020 - July 24, 2020 - Live Online - Bring the greatest value to your clients with three days of cutting-edge best practices and technical strategies from esteemed thought leaders in personal financial planning. Learn how to capitalize on planning opportunities and deepen client relationships in retirement, risk management and investments.
, July 20–24, 2020
Price range from: $1,145.00–$1,545.00
View details
73 results found
Sort by
Conferences
July 20, 2020 - July 24, 2020 - Live Online - Bring the greatest value to your clients with three days of cutting-edge best practices and technical strategies from esteemed thought leaders in personal financial planning. Learn how to capitalize on planning opportunities and deepen client relationships in retirement, risk management and investments.
| July 20–24, 2020
Price range from: $1,145.00–$1,545.00
View details
webcasts
If you are looking to manage privacy best practices for your organization or for your client, this webcast provides the essential framework for you!
June 25, 2020, 1pm–2:30pm ET
Field of study: Information Technology
CPE credits up to: 1.5
Price range from: $79.00–$99.00
View details
webcasts
The SECURE Act is the first major legislation to revamp retirement plans in over a decade. Learn the provisions and planning strategies to help your clients avoid unintended tax consequences on their estate and retirement plans.
June 17, 2020, 1pm–3pm ET
Field of study: Taxes
CPE credits up to: 2.0
Price range from: $99.00–$119.00
View details
Section Memberships
The AICPA Personal Financial Planning Section membership is voluntary for CPAs and other professionals who provide personal financial planning services to individuals and families. The PFP Section member benefits include The CPA's Guide to Financial and Estate Planning among numerous practice guides, as well as free web seminars led by renowned experts, award-winning newsletters like Planner, and invaluable networking opportunities with CPAs around the country.
Price range from: $179.00
View details
CPE Self-Study
Part of the Personal Financial Planning Certificate Program, this certificate program includes eight courses covering steps in the investment planning life cycle, along with a discussion of planning for and funding higher education.
Field of study: Specialized Knowledge
Formats available: Exam, Online, Online + Exam
CPE credits up to: 19.5
Price range from: $149.00–$669.00
View details
Conferences
July 20, 2020 - July 24, 2020 - Live Online - Designed to specifically address real-time shifts and changes in today's tax code, this comprehensive conference provides you with unrivaled insights and analyses by the most respected specialists in the tax planning category.
| July 20–24, 2020
Price range from: $1,145.00–$1,545.00
View details
Conferences
Nov 16 - Nov 17, 2020 - Washington, DC - When interacting with your high-net-worth clients, your contributions should bring them greater benefits than they imagined. The AICPA Sophisticated Tax Planning for Your Wealthy Clients event brings together ideas and tips that will help you strategize better 2020 results for your clients.
Washington, DC | Nov. 16–17, 2020
Price range from: $1,105.00–$1,505.00
View details
CPE Self-Study
The Personal Financial Planning Boot Camp is an informative and highly engaging review of all personal financial planning (PFP) topics including estate, retirement, investment, insurance/risk-management planning and the financial planning process, as well as including the new Statement on Standards in PFP Services.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 25.5
Price range from: $599.00–$749.00
View details
Section Memberships
Tax Section membership keeps CPA tax practitioners like you ahead of trends in your specialization and provides guidance to elevate both your practice and professional development. It's a strategic advantage in demonstrating your value as a trusted provider of professional tax and planning services.
Price range from: $179.00
View details
CPE Self-Study
Learn to educate your clients about the principles of risk and insurance.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.0
Price range from: $79.00–$99.00
View details
CPE Self-Study
Written by an expert author, this session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 5.0
Price range from: $125.00–$155.00
View details
CPE Self-Study
Covers SSPFPS-No.1 and the laws that govern the securities industry, the regulatory landscape, and the fiduciary duty of the financial planner.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 1.5
Price range from: $79.00–$99.00
View details
CPE Self-Study
Covers several noteworthy cybersecurity frameworks and regulations to help you acquire the necessary knowledge to determine applicability to your organization or client.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 3.0
Price range from: $75.00–$95.00
View details
Publications
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: $70.00–$90.00
View details
CPE Self-Study
Covers charitable transfers, charitable trusts and charitable planning vehicles applicable to estate and gift planning.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.5
Price range from: $79.00–$99.00
View details
CPE Self-Study
Learn how to illustrate models to your clients, comparing the retention of risk to the transfer of risk using the time value of money.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 1.5
Price range from: $79.00–$99.00
View details
CPE Self-Study
In this four-part narrated PowerPoint presentation, Tom Tillery will discuss contributions to, and distributions from, various types of retirement plans, enabling you to better review your client's existing estate plan or create an estate plan, which may be even more critical than the assets themselves.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 4.0
Price range from: $79.00–$99.00
View details
CPE Self-Study
This session discusses the professional responsibilities of a CPA financial planner and provides a comprehensive review of the Statement on Standards in Personal Financial Planning Services.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.5
Price range from: $99.00–$129.00
View details
CPE Self-Study
This two-part course examines the monitoring and updating phase of the investment planning engagement and discusses some of the types of advisers the personal financial planner may be working with.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.0
Price range from: $79.00–$99.00
View details
CPE Self-Study
Covers key cybersecurity policies, controls, and procedures as part of a cybersecurity risk management program.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 1.5
Price range from: $55.00–$65.00
View details
Back to Top