Personal Financial Planning


The AICPA and the Department of Labor (DOL) are partnering to educate American women of all ages about personal financial management. Using CPA/PFS (Personal Financial Specialist) volunteers from the Institute’s 360 Degrees of Financial Literacy program ( www.aicpa.org/financialliteracy/index.asp ) and the resources of the DOL Women’s Bureau ( www.dol.gov/wb ), such as mentoring, classroom instruction and an online financial education curriculum, the partnership will help women develop the practical skills they need to better control their money and lives.

RESOURCES

Keeping you informed and prepared amid the coronavirus outbreak

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.

VIDEO

Excel walk-through: Sparklines

Want to liven up your spreadsheets with some color and graphical elements? Kelly L. Williams, CPA, Ph.D., shows how to use Excel sparklines, which illustrate data trends and patterns via small charts that fit in a single Excel cell.