Fundamental Financial Planning Knowledge & Skills

Personal financial planning quiz

How much do you know about personal financial planning? Find out in this five-question quiz based on the types of questions found in the AICPA Personal Financial Specialist Examination.

SPONSORED REPORT

Solving the lease accounting challenge

The challenges of the new lease accounting standard have been pervasive to say the least. In this free, independently-written report, you'll learn effective adoption strategies as well as resources for easing the transition to the new standard.

FEATURE

Tackling TCJA changes this tax season

Return preparers must be ready for how the Tax Cuts and Jobs Act has modified many common features of individual and business returns.