Personal Financial Planning

Personal Financial Planning 88 matching products

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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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Jan 18, 2016 - Jan 20, 2016 - Las Vegas, NV - The AICPA 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.
Conferences | Conference
$1125.00 - $1425.00
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This course focuses on perhaps the most overlooked areas of commercial skills required by anyone in finance or, indeed, any other part of an organization - namely the ability to operate as a true business partner, and to have behavioral and operational skills, that mean we can listen and communicate and empathize with work colleagues and management in such a way that we are heard, that we're taken seriously, and that we have real influence.
CPE Self-Study | On-Demand
CPE
$45.00 - $56.25
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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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Jul 20, 2015 - Jul 22, 2015 - Salt Lake City, UT - Attend the conference that provides technical training on all current aspects of estate, gift and inheritance planning.
Conferences | Conference, Workshop
$0.00 - $1425.00
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Thursday, June 18 - Whether you cover all practice areas in financial planning or collaborate with other advisers, it is critical to have rigorous discovery processes in place.
Web Events | Video Webcast
$119.00 - $149.00
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Wednesday, May 20 - In this session, we will explore the evolution of safe withdrawal rate research, from its start with Bengen almost 20 years ago, to subsequent research on the impact of factors like expenses, taxation, varying time horizons, greater diversification, spending flexibility, annuities and more.
Web Events | Audio Webcast
$85.00 - $106.00
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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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In this publication, learn the key IRA rules so that you can advise your clients about the myriad distribution rules and other IRA compliance issues.
Publications | eBook, Paperback
$50.00 - $68.75
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As the instances of identity theft continue, people are looking for ways to detect identity theft, protect themselves from becoming a victim, and investigating instances of theft when they strike. Don?t allow you or your client to become the next victim.
CPE Self-Study | On-Demand, Text
CPE
$85.00 - $106.25
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Thursday, May 21 - This series will teach existing practitioners how to add financial planning services to their tax practices in the areas of educating children, tranferring wealth, protecting assets, funding retirement and more.
Web Events | Audio Webcast
$549.00 - $649.00
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Wednesday, May 6 - Now that clients are able to see first-hand how ATRA and the net investment income tax within a multi-layered tax environment have impacted them in the short term, smart financial planning requires myriad strategies and multi-year projections.
Web Events | Audio Webcast
$99.00 - $124.00
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