PFP Practice

PFP Practice 33 matching products

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The AICPA offers a variety of information resources, tools and training to assist CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice.
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Jan 17, 2015 - Jan 18, 2015 - Las Vegas, NV Build a successful PFP practice and create new revenue streams, deepen client relationships and increase client retention. Discover step-by-step methods to customize your business model learn from experts in the field as they share best practices and experiences to help you build your own successful PFP business.
Conferences | Conference
$695.00 - $995.00
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Build marketing initiatives that produce results for your firm. Created with 37 of the industry's most successful marketing and sales minds, this compendium of marketing know-how shows you how to build your marketing team, implement marketing techniques that get you noticed, connect the dots between marketing and sales, and measure results.
Publications | eBook, Paperback
$113.00 - $156.25
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Monday, November 3 - This is an introductory session to the personal financial planning process. It reviews methods of gathering client data and instructions on how to work with clients to set goals.
Web Events | Video Webcast
$139.00 - $174.00
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Firms interested in adding personal financial planning (PFP) services to their practice or expanding their existing services can rely on this comprehensive guide to walk them through the issues to consider- regulatory considerations, developing procedures, marketing your services, managing risk, and more. This guide is full of resources for those considering this exciting opportunity, including a sample business plan, illustrative engagement letters, and client questionnaires.
Publications | Online Subscription
$49.00 - $59.00
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Tuesday, November 18 - This session explores the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis.
Web Events | Video Webcast
$139.00 - $174.00
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A self-study review course with CPE credit with in-depth, comprehensive review of the PFP body of knowledge, case studies and review questions to assist in preparation for the PFS exam. Discounted pricing available for PFP Section members.
CPE Self-Study | Text
CPE
$500.00 - $625.00
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Written for potential and new solo practitioners, this book guides you through the transition from working for a CPA to being your own boss, as well as navigating potential stumbling blocks and achieving success.
Publications | eBook, Paperback
$50.00 - $68.75
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Created by top CPA practitioners, e-MAP is a vast collection of practice management guidance and tools brought together in one place.
Publications | Online Subscription
$150.00 - $250.00
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This course examines the federal income tax system with particular reference to the taxation of individuals.
CPE Self-Study | CD-ROM, DVD w/ Manual, Text
CPE
$70.00 - $250.00
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Technology is changing the landscape of the accounting profession in ways that we could not even imagine just a few years ago. This book helps you address the challenges that you face and the role that technology can play in enabling you to get your work done as efficiently and profitably as possible.
Publications | eBook, Paperback
$50.00 - $68.75
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Boost performance, maximize profits, and retain your best staff by employing the advice in this new guide from authors August Aquila and Coral Rice. Offering a new, unique perspective on the crucial topics of performance and rewards, this guide will not only help you determine the right compensation plan for your practice, but develop an overall system that encompasses performance management and compensation.
Publications | eBook, Paperback
$51.00 - $71.25
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