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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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Walking the talk on quality control
This article discusses several ways you can ensure that quality control is central to firm operations.
Article Firm operations Intermediate
5 principles of high-quality ethics and compliance programmes
This article shares five principles of high-quality ethics and compliance programmes.
Article Ethics, integrity & professionalism
How to break down silos within your organisation
The silos that form in organizations are a powerful barrier to information sharing and innovation. This article explains how organizations have removed these barriers.
Article Strategy Foundational
Becoming a strategic risk adviser: How CPAs can move from compliance to strategy
This article discusses how CPAs who use their experience and skills to move beyond compliance can help their organizations navigate risks before they occur.
Article Strategy Intermediate
How to meet the challenge of the open workforce
This article discusses the challenges and risks of the open workforce as well as implications on management strategy.
Article Strategy Advanced
Five best practices for managing strategic initiatives
This article focuses on five best practices to accelerate your company’s financial, customer, process, and people results.
Article Project management Advanced
Five critical factors in the design of a strategic plan
This article discusses five critical success factors in strategic plan design, accountability and execution.
Article Strategy Intermediate
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