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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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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 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
6 ways to write an email message that works
Writing an efficient work-related message is easier said than done. To ensure your emails work rather than waste time, this article offers some tips.
Article Communication Foundational
How to listen like a pro
This article discusses the importance of active listening and includes an exercise to do with your team.
Article Communication Intermediate
The most common public-speaking mistakes—and how to avoid them
In this article, three experienced public speakers share common mistakes people make and identify ways to avoid them.
Article Communication Foundational
Improve your conflict management skills
Test your skills at managing conflict and learn best practices.
Article Team building Intermediate
Leadership tips for introverts
This article provides tips for introverted leaders for networking, leading teams, speaking up at meetings, and raising your profile.
Article Influence Foundational
7 communication tips for new tax managers
This article provides advice for effective communication during busy periods and throughout the year.
Article Communication Foundational
Listen as much as you talk—and other communication tips
Instead of throwing numbers together and calling them a presentation, try telling a story, says a CFO who values strong communication skills.
Article Communication Foundational
Go ahead, take the stage
This article presents dozens of tips to help CPAs shine in the public speaking spotlight.
Article Communication Intermediate
Go ahead, take the stage
This article presents dozens of tips to help CPAs shine in the public speaking spotlight.
Article Communication Intermediate
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