Personal Financial Planning

Personal Financial Planning 62 matching products

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AICPA Personal Financial Planning Membership Section
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.
Sectional Memberships | Membership
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AICPA Store PFP Resources
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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Strategic Performance Measures
This course teaches how to apply the use of Market Value Added (MVA) as a performance metric and its limitations.
CPE Self-Study | On-Demand
CPE
$45.00 - $56.25
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Silent Safety: Best Practices for Protecting the Affluent
Wealth can bring considerable attention and exposure to security risks. This personal security best-practice reference for the affluent and their advisers identifies critical security issues, empowering you to help your clients address them. It provides pragmatic advice and strategic measures that your clients can immediately implement, as well as recommendations to preemptively mitigate risk.
Publications | Hardcover
$53.95 - $59.95
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Investments, Sixth Edition
Covers various aspects of the principles of investments and their application to financial planning.
CPE Self-Study | CD-ROM, DVD/Manual, Text
CPE
$70.00 - $250.00
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On Your Own! How to Start Your Own CPA Firm, Second Edition
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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The Rebirth of Roth: A CPA's Ultimate Guide for Client Care
Get up to speed with current Roth investment regulations and investment strategies. Veteran author Robert Keebler leads you through a host of client and portfolio management considerations in this easy reference guide.
Publications | Paperback
$89.00 - $111.25
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Bill What You're Worth, Second Edition
This book walks you through the most common pricing methods and methodologies, teaches you how to discuss pricing with clients, and offers advice on how to motivate employees to bill what they’re worth.
Publications | Paperback
$55.00 - $68.75
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e-MAP: Management of an Accounting Practice Handbook
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
$0.00 - $250.00
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Advising Clients in Tough Times
Clients are looking for guidance and reassurance to help them get through this tough economic period with as little downside as possible and to plan for their and their family's future. Be prepared to anticipate their questions and address their concerns with the help of this book.
Publications | On-Demand
$39.00 - $48.75
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Disaster Recovery: A Guide to Financial Issues
In this consumer resource booklet, you will find suggestions on steps to take immediately following a natural or man-made disaster, what to do in the initial weeks and months, and how to begin planning for the future. Specifically, find the following topics: restoring household stability, managing an injury or disability, financial decisions after a death, lawsuits and other settlements.
Publications | Paperback
$10.00
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PFS Exam Review Course
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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