PFP Practice

PFP Practice 30 matching products

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AICPA Store PFP Resources
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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2014 Advanced Personal Financial Planning Conference
January 20-22, 2014 - 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
$1095.00 - $1395.00
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Bill What You're Worth, Second Edition
This book walks you through the most common pricing methods and methodologies, teaches you how to discuss pricing with clients, and offers advice on how to motivate employees to bill what they’re worth.
Publications | Paperback
$55.00 - $68.75
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e-MAP: Management of an Accounting Practice Handbook
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
$0.00 - $250.00
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PFS Exam Review Course
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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Disaster Recovery: A Guide to Financial Issues
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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Performance Is Everything: The Why, What, and How of Designing Compensation Plans
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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Leading an Accounting Firm: The Pyramid of Success
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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Guide to Developing and Managing a CPA Personal Financial Planning Practice
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 | On-Demand, Paperback
$50.00 - $62.50
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Life Insurance: How to Use It to Your Clients' Advantage
Life Insurance: How to Use It to Your Clients Advantage and its accompanying interactive training CD are designed to guide you through the maze of life insurance options and opportunities, so that you can achieve your clients' overall financial goals.
Publications | Paperback
$66.00 - $72.00
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10 Steps to a Digital Practice in the Cloud: New Levels of CPA Firm Workflow Efficiency
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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AICPA PFS Exam Review Class
June 26-28, 2013 -Durham, NC - In two information-packed days, the Exam Review Class will help you understand the technical foundation of the Personal Financial Planning discipline and prepare you for the PFS examination.
Conferences | Conference
$795.00 - $1095.00
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