PFP Practice

PFP Practice 33 matching products

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Jan 17, 2015 - Jan 18, 2015 - Las Vegas, NV Build a successful PFP practice and create new revenue streams, deepen client relationships and increase client retention. Discover step-by-step methods to customize your business model learn from experts in the field as they share best practices and experiences to help you build your own successful PFP business.
Conferences | Conference
$695.00 - $995.00
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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 18, 2015 - Las Vegas, NV – Build a successful PFP practice and create new revenue streams, deepen client relationships and increase client retention. Discover step-by-step methods to customize your business model learn from experts in the field as they share best practices and experiences to help you build your own successful PFP business.
Conferences | Conference
$695.00 - $995.00
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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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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
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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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Tuesday, November 18 - 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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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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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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Created by top CPA practitioners, e-MAP is a vast collection of practice management guidance and tools brought together in one place.
Publications | Online Subscription
$150.00 - $250.00
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Great promotional giveaway.
Publications | Publication
$66.00
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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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