Personal Financial Planning

Personal Financial Planning 70 matching products

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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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AICPA has the latest tax CPE Self-Study, Publications, Conferences and Web Event guidance to bring you up to speed on the key changes you'll need—for you and your clients—as a result of recent tax changes. Stay up to date.
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Monday, June 1 - The AICPA’s Personal Financial Planning Boot Camp can help. 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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This course gets back to the basics of ABC principles and demonstrates how it can be practically adopted with a minimum of pain and fuss.
CPE Self-Study | On-Demand
CPE
$59.00 - $73.75
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In this CPE course, explore tax challenges and planning opportunities in light of changing rules and real-life scenarios in which various planning alternatives are compared.
CPE Self-Study | Text
CPE
$135.00 - $168.75
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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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This course covers various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property.
CPE Self-Study | CD-ROM, Text
CPE
$70.00 - $250.00
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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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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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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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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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Thursday, February 5 - In this session you’ll learn to add value by timing retirement plan contributions, Roth conversions, and the exercise of incentive stock options. In addition we’ll discuss option strategies and the taxation of investments – including Master Limited Partnerships. Learn how to be a more tax conscious-advisor with us.
Web Events | Audio Webcast
$99.00 - $124.00
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