Personal Financial Planning

Personal Financial Planning 83 matching products

Highlighted ResultsHighlighted Results

Product Image
Get your tax return training from the industry's best! Learn how to apply the latest changes when preparing federal income tax returns, and advise clients on new developments and tax-saving ideas for corporations.
CPE Self-Study | On-Demand, Text
CPE
$215.00 - $268.75
See Details
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.
See Details

Results

1 | 2 | 3 | 4 | 5 | Next
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
See Details
Compare
Monday, June 1 - This session provides in-depth instruction in the basic use of the financial calculator and its application in comprehensive financial planning.
Web Events | Video Webcast
$105.00 - $145.00
See Details
Compare
Intended for CPAs who want to take their consulting practice to the next level, this workbook provides approaches to help you do just that.
Publications | eBook, Paperback
$53.00 - $73.75
See Details
Compare
SSPFPS provides a clear roadmap for consistent delivery of personal financial planning services, which benefits and protects your clients and your practice. Members practicing in cash flow planning, risk management and insurance planning, retirement planning, investment planning, estate/gift/wealth transfer planning, elder planning, charitable planning, education planning, or tax planning should understand whether the statement applies to them and how to comply with it.
Publications | eBook
$20.00 - $25.00
See Details
Compare
When contemplating transitions in their careers, most individuals are uncertain about how to prepare for making these critical changes. This CPE course describes a roadmap of the skills, competencies, and experiences needed to transition successfully from a Controller to CFO.
CPE Self-Study | On-Demand
CPE
$79.00 - $99.00
See Details
Compare
Monday, June 8 - This session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels. Charitable planning is also explored, with a review of various vehicles and trusts which have been created: lead trusts, remainder trusts, pooled income funds, private foundations and charitable gift annuities.
Web Events | Video Webcast
$139.00 - $174.00
See Details
Compare
In today's marketplace, leveraging technology and cloud-based solutions to automate data processing and other low-value work is essential to running an efficient and profitable CPA practice. This popular how-to guide is your roadmap to building your successful practice in the cloud in just 10 steps.
Publications | eBook, Paperback
$49.00 - $69.00
See Details
Compare
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
See Details
Compare
Great promotional giveaway.
Publications | Publication
$29.50
See Details
Compare
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
$205.00
See Details
Compare
1 | 2 | 3 | 4 | 5 | Next