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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Traditional employee performance appraisals are being called outdated and arbitrary.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
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