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Personal financial planning

About this topic

With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. These learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.

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Advising Clients During Market Uncertainty

This podcast discusses recent market events, how to advise and communicate with clients, and planning opportunities to consider.

Video Process, taxation & strategies Foundational

8 tips for navigating office politics

This column offers strategies for evading political gaffes at work and for dealing with situations that often cannot be avoided.

Article Collaboration & partnering Foundational

How gamification can help engage Millennial employees

With a generation of tech-savvy Millennials flooding the workforce, gamification has become a hot topic as a management tool.

Article Motivating & inspiring Intermediate

When clients should open or convert to a Roth IRA

This article addresses when and why a Roth account makes good sense, as well as best practices in the Roth conversion process.

Article Retirement plans & savings vehicles Intermediate

Money isn’t everything: Nonfinancial rewards that retain the best workers

This article shares tips for implementing nonfinancial rewards and perks at your workplace.

Article Motivating & inspiring Intermediate

How to Make Difficult Workplace Conversations Easier

This article discusses tips for having a tough talk with a colleague..

Article Communication Foundational

5 ways to excel at networking

This article highlights five steps anyone can take to excel at networking.

Article Collaboration & partnering Foundational

Collision course to collaboration

This article describes how blind dates, chance encounters, and creative onboarding built one company’s culture of ideas.

Article Team building Intermediate

If appraisals need a tune-up, then what’s next

Traditional employee performance appraisals are being called outdated and arbitrary. This article describes how to turn them into useful conversations.

Article Coaching & mentoring Intermediate

Hiring, onboarding, and management strategies for young professionals

This article discusses some strategies to boost employee engagement:

Article Team building Intermediate

Use a Flowchart to Illustrate Client Wealth Transfer Goals

This article discusses how use of a simple flowchart can be an effective tool for ensuring a client’s wealth transfer goals are continually being met.

Article Process, taxation & strategies Intermediate

4 steps to start a reverse mentoring program

This article discusses how organizations can motivate and engage newer employees, and build the knowledge of established ones, through reverse mentoring.

Article Coaching & mentoring Foundational