Personal Financial Planning

Personal Financial Planning 65 matching products

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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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The AICPA Personal Financial Planning Section membership is voluntary for CPAs and other professionals who provide personal financial planning services to individuals and families. The PFP Section member benefits include The CPA's Guide to Financial and Estate Planning among numerous practice guides, as well as free web seminars led by renowned experts, award-winning newsletters like Planner, and invaluable networking opportunities with CPAs around the country.
Sectional Memberships | Membership
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Jul 21, 2015 – Jul 22, 2015 - the 2014 AICPA Advanced Estate Planning Conference will provide new insights, game-changing analysis, and sophisticated technical training to help you keep on top of your profession. This premier event will deliver the expertise, hands-on training and up-to-the-minute information practitioners have come to expect.
Web Events | Audio Webcast
$1129.00 - $1429.00
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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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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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This CPE course covers real-world situations and provide tools to advise your clients on how to make optimal decisions when it comes to Social Security and Medicare.
CPE Self-Study | Text
CPE
$135.00 - $168.75
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Nov 17, 2014 - Nov 18, 2014 – Philadelphia, PA – Learn the latest techniques to help your wealthy clients retain, accumulate and transfer wealth. Experts will share cutting-edge strategies and changing government regulations that affect your wealthy clients.
Conferences | Conference
$850.00 - $1150.00
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Focuses on the role of planning for insurance needs
CPE Self-Study | CD-ROM, DVD w/ Manual, Text
CPE
$70.00 - $250.00
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The information and resources in this toolkit will enable you to minimize the effect that the new tax structure has on your clients, and to institute best practices that will yield benefits for years to come.
Publications | On-Demand
$69.00 - $86.25
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The AICPA Personal Financial Planning Section membership is voluntary for CPAs and other professionals who provide personal financial planning services to individuals and families. The PFP Section member benefits include The CPA's Guide to Financial and Estate Planning among numerous practice guides, as well as free web seminars led by renowned experts, award-winning newsletters like Planner, and invaluable networking opportunities with CPAs around the country.
Sectional Memberships | Membership
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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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Wednesday, November 5 - The program will discuss planning as it affects the decedent's final income tax return, as well as elections to make in connection with a fiduciary income tax return and the estate tax return of the decedent.
Web Events | Audio Webcast
$99.00 - $124.00
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