Personal Financial Planning

Personal Financial Planning 64 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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Jan 17, 2015 - Jan 21, 2015 Las Vegas, NV Build a successful PFP practice and create new revenue streams, deepen client relationships and increase client retentionBundled with the Advanced PFP Conference - This conference will provide you with strategies and cutting-edge information and guidance on the following topics: Investment Management, Practice Management, Wealth Management and Eldercare/Retirement.
Conferences | Conference
$1475.00 - $1775.00
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Thursday, August 28 - Are you good with numbers and enjoy interacting with people? Do you want to have a positive impact on the lives of others through financial literacy? Are you dreaming of owning your own business and becoming financially independent? If you answered YES to any of these questions, attend this session find out if a career in personal financial planning is for you.
Web Events | Audio Webcast
$65.00 - $81.00
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Jan 17, 2015 - Jan 21, 2015 – Las Vegas, NV – Build a successful PFP practice and create new revenue streams, deepen client relationships and increase client retentionBundled with the Advanced PFP Conference - This conference will provide you with strategies and cutting-edge information and guidance on the following topics: Investment Management, Practice Management, Wealth Management and Eldercare/Retirement.
Conferences | Conference
$1475.00 - $1775.00
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State legislatures are facing severe budget shortages, and state governments are looking for ways to maximize their tax revenues. This book covers what you need to know, from both planning and compliance perspectives, to help your clients understand and comply with the evolving state and local tax rate structure.
Publications | eBook, Paperback
$50.00 - $68.75
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Great promotional giveaway.
Publications | Publication
$29.50
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Jan 19, 2015 - Jan 21, 2015 – Online - The AICPA Online Advanced Personal Financial Planning Conference is imperative for financial planning professionals. This conference will provide you with strategies and cutting-edge information and guidance on the following topics: Investment Management, Practice Management, Wealth Management and Eldercare/Retirement.
Web Events | Audio Webcast
$1075.00 - $1375.00
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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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ABM 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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Covers various aspects of the principles of investments and their application to financial planning.
CPE Self-Study | CD-ROM, DVD w/ Manual, Text
CPE
$70.00 - $250.00
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The information and resources in this toolkit will enable you to minimize the effect that the new tax structure has on your clients, and to institute best practices that will yield benefits for years to come.
Publications | On-Demand
$69.00 - $86.25
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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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