PFP Practice

PFP Practice 31 matching products

Highlighted ResultsHighlighted Results

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.
See Details
Product Image
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
See Details

Results

1 | 2 | 3 | 4 | Next
Great promotional giveaway.
Publications | Publication
$29.50
See Details
Compare
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
See Details
Compare
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
See Details
Compare
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
See Details
Compare
Great promotional giveaway.
Publications | Publication
$5.70
See Details
Compare
Focuses on the role of planning for insurance needs
CPE Self-Study | CD-ROM, DVD w/ Manual, Text
CPE
$70.00 - $250.00
See Details
Compare
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 | Online Subscription
$49.00 - $59.00
See Details
Compare
Intended for CPAs who want to take their consulting practice to the next level, this workbook provides approaches to help you do just that.
Publications | eBook, Paperback
$53.00 - $73.75
See Details
Compare
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
See Details
Compare
Monday, November 16 - 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
See Details
Compare
1 | 2 | 3 | 4 | Next