Personal Financial Planning

Personal Financial Planning 62 matching products

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AICPA Tax Resources
AICPA has the latest tax CPE Self-Study, Publications, Conferences and Web Event guidance to bring you up to speed on the key changes you'll need—for you and your clients—as a result of recent tax changes. Stay up to date.
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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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Guide to Developing and Managing a CPA Personal Financial Planning Practice
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 | On-Demand, Paperback
$50.00 - $62.50
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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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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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Fundamentals of Insurance Planning
Focuses on the role of planning for insurance needs
CPE Self-Study | CD-ROM, DVD/Manual, Text
CPE
$70.00 - $250.00
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CPA.com Email Services for CPA Professionals
Get a personalized CPA.com email account in your own name: YourName@CPA.com – exclusively for CPAs and accounting professionals. Enhance your professional image and gain a distinct competitive advantage by reinforcing your professional designation.
Sectional Memberships | Membership
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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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Bull's-Eye! The Ultimate How-To Marketing & Sales Guide for CPAs
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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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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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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The Adviser's Guide to Innovative Tax Planning for Individuals and Sole Proprietors
Gain the skills necessary to understand the latest innovative techniques for building and conserving wealth by employing beneficial tax planning and investment strategies. This guide dissects the details of the current tax laws and other developments to extract the best tax strategies to benefit your individual and sole proprietor clientele.
Publications | eBook, Paperback
$50.00 - $68.75
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