PFP Practice

PFP Practice 31 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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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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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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Great promotional giveaway.
Publications | Publication
$29.50
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This course examines the federal income tax system with particular reference to the taxation of individuals.
CPE Self-Study | CD-ROM, DVD w/ Manual, Text
CPE
$70.00 - $250.00
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Thursday, September 10 - This seminar 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.
Web Events | Audio Webcast
$149.00 - $199.00
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Boost performance, maximize profits, and retain your best staff by employing the advice in this new guide from authors August Aquila and Coral Rice. Offering a new, unique perspective on the crucial topics of performance and rewards, this guide will not only help you determine the right compensation plan for your practice, but develop an overall system that encompasses performance management and compensation.
Publications | eBook, Paperback
$51.00 - $71.25
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This collection provides guidance to practitioners specializing in offering tax, estate, retirement, risk management, and investment planning advice. It contains technical content on planning for social security, health care in retirement, in-depth tax and estate issues, practice management and professional responsibilities.
Publications | Online Subscription
$299.00 - $359.00
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Monday, December 14 - 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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Great promotional giveaway.
Publications | Publication
$5.70
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Focuses on the role of planning for insurance needs
CPE Self-Study | CD-ROM, DVD w/ Manual, Text
CPE
$70.00 - $250.00
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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.
CPE Self-Study | Text
CPE
$99.00 - $129.00
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