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

The technology assessment engagement

Are you working with the best technology? Do you know how to help your clients determine if their technology stack measures up? In this free report, J. Carlton Collins, CPA, explains how to answer those questions via a technology assessment engagement.

FEATURE

Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.