PFP Practice

PFP Practice 32 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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Focuses on selecting the right retirement plan for the business and on individual retirement planning.
CPE Self-Study | CD-ROM, DVD w/ Manual, Text
CPE
$70.00 - $250.00
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Monday, June 1 - This session provides in-depth instruction in the basic use of the financial calculator and its application in comprehensive financial planning.
Web Events | Video Webcast
$105.00 - $145.00
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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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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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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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A self-study review course with CPE credit with in-depth, comprehensive review of the PFP body of knowledge, case studies and review questions to assist in preparation for the PFS exam. Discounted pricing available for PFP Section members.
CPE Self-Study | Text
CPE
$500.00 - $625.00
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Accountant's Business Manual 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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Great promotional giveaway.
Publications | Publication
$5.70
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Monday, June 15 - This session explores the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis.
Web Events | Video Webcast
$139.00 - $174.00
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Build a stronger firm with this new guide to CPA firm leadership. Leading an Accounting Firm teaches you how to improve your personal leadership and build great leaders around you by guiding you through the essential ideas and practices that are at the core of great leadership and great firms.
Publications | Paperback
$57.00 - $71.25
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Monday, June 1 - This class is an informative and highly engaging systematic review of all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, including the new Statement on Standards in PFP Services.
Web Events | Video Webcast
$679.00 - $995.00
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