Personal Financial Planning

Personal Financial Planning 82 matching products

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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
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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
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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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May 24 - May 25, 2016 - Las Vegas, NV - Led by prominent tax experts, this conference will update you and discuss the latest tax issues that impact your high-income clients.
Conferences | Conference
$1075.00 - $1375.00
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This course provides an overview of the financial planning process, including communication techniques, ethics, risk tolerance, and more.
CPE Self-Study |
CPE
$70.00 - $250.00
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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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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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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
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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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Wednesday, June 10 - Traditionally, asset allocation advice has dictated that retirees maintain their equity exposure through rebalancing and, possibly, decrease it slightly as they age and their time horizon shortens.
Web Events | Audio Webcast
$85.00 - $106.00
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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
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Tuesday, June 9 - In this webcast, a panel of practitioners will discuss the retirement three legged stool; Social Security, pension and after tax savings.
Web Events | Video Webcast
$85.00 - $106.00
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