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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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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Monday, November 24 - This session addresses risk management. 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
$129.00 - $161.00
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Technology is changing the landscape of the accounting profession in ways that we could not even imagine just a few years ago. This book helps you address the challenges that you face and the role that technology can play in enabling you to get your work done as efficiently and profitably as possible.
Publications | eBook, Paperback
$50.00 - $68.75
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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. This topic is constantly changing so make sure you’re up-to-date on the latest information!
CPE Self-Study | Text
CPE
$135.00 - $168.75
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In this consumer resource booklet, you will find suggestions on steps to take immediately following a natural or man-made disaster, what to do in the initial weeks and months, and how to begin planning for the future. Specifically, find the following topics: restoring household stability, managing an injury or disability, financial decisions after a death, lawsuits and other settlements.
Publications | Paperback
$10.00
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Design the ideal succession plan for your firm with this two-book set from experts Bill Reeb and Dom Cingoranelli. Volume 1 covers fundamental succession and management concepts to ensure that every partner and manager is on the same page and working toward a shared vision.
Publications | eBook, Paperback
$55.00 - $145.00
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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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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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Build marketing initiatives that produce results for your firm. Created with 37 of the industry's most successful marketing and sales minds, this compendium of marketing know-how shows you how to build your marketing team, implement marketing techniques that get you noticed, connect the dots between marketing and sales, and measure results.
Publications | eBook, Paperback
$113.00 - $156.25
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Great promotional giveaway.
Publications | Publication
$66.00
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Monday, November 3 - 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
$129.00 - $161.00
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