PFP Practice

PFP Practice 32 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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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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Monday, June 1 - 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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Thursday, June 18 - Whether you cover all practice areas in financial planning or collaborate with other advisers, it is critical to have rigorous discovery processes in place.
Web Events | Video Webcast
$119.00 - $149.00
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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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Accountant's Business Manual Online is a concise, non-technical business aid and reference for professional advisers for addressing questions on a wide array of business, legal, tax, and financial topics.
Publications | Online Subscription
$159.00 - $198.75
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Monday, June 22 - Various insurance products will be reviewed, including life, disability and medical insurance, as well as the types of contracts available; and how insurance is used in financial planning to manage risk.
Web Events | Video Webcast
$139.00 - $174.00
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Build a stronger firm with this new guide to CPA firm leadership. Leading an Accounting Firm teaches you how to improve your personal leadership and build great leaders around you by guiding you through the essential ideas and practices that are at the core of great leadership and great firms.
Publications | Paperback
$57.00 - $71.25
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Great promotional giveaway.
Publications | Publication
$29.50
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Monday, June 15 - This session will provide instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play.
Web Events | Video Webcast
$139.00 - $174.00
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Design the ideal succession plan for your firm with this two-book set from experts Bill Reeb and Dom Cingoranelli. Volume 1 covers fundamental succession and management concepts to ensure that every partner and manager is on the same page and working toward a shared vision.
Publications | eBook, On-Demand, Paperback
$55.00 - $145.00
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This CPE course will help you better understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future. This topic is constantly changing so make sure you?re up-to-date on the latest information!
CPE Self-Study | On-Demand, Text
CPE
$135.00 - $168.75
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