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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This column offers strategies for evading political gaffes at work and for dealing with situations that often cannot be avoided.
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.
In this article, three experienced public speakers share common mistakes people make and identify ways to avoid them.
Instead of throwing numbers together and calling them a presentation, try telling a story, says a CFO who values strong communication skills.