PFP Practice

PFP Practice 33 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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Written for potential and new solo practitioners, this book guides you through the transition from working for a CPA to being your own boss, as well as navigating potential stumbling blocks and achieving success.
Publications | eBook, Paperback
$50.00 - $68.75
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Registration for both the Summer and Winter 2014 PFS Credential Exams.
Sectional Memberships | Membership
$100.00 - $500.00
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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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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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Monday, May 5 - 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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Monday, May 5 - 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
$795.00 - $995.00
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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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Friday, June 13 - 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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Written for potential and new solo practitioners, this book guides you through the transition from working for a CPA to being your own boss, as well as navigating potential stumbling blocks and achieving success.
Publications | eBook, Paperback
$50.00 - $68.75
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Great promotional giveaway.
Publications | Publication
$66.00
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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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