AICPA Teams Up With Fidelity Investments

The American Institute of CPAs has announced an exclusive arrangement with financial giant Fidelity Investments Brokerage Group to provide services and support to AICPA members who are building investment advisory practices.

Fidelity will be the exclusive provider of custody and clearing services for the AICPA's Center for Investment Advisory Services.

Fidelity will provide brokerage services, training, business development assistance, back-office support and ongoing CPA market development, according to the press release.

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Upcoming CPE Webinars

Apr 25
This material focuses on the principles of accounting for non-profit organizations' revenues. It will include discussions of revenue recognition for cash and non-cash contributions as well as other revenues commonly received by non-profit organizations.
Apr 30
During the second session of a four-part series on Individual Leadership, the focus will be on time management- a critical success factor for effective leadership. Each person has 24 hours of time to spend each day; the key is making wise investments and knowing what investments yield the greatest return.
May 1
This material focuses on the principles of accounting for non-profit organizations’ expenses. It will include discussions of functional expense categories, accounting for functional expenses and allocations of joint costs.
May 14
Save your relationship in those few situations where your performance falls far from perfect. It’s easy to want to brush service failures under the rug, hope no one notices and assume that somehow everything will be all right. In this workshop, Kristen Rampe, CPA will give you the tools to strengthen your professionalism in the face of the worst-case-scenario. Don’t let experience be your only teacher on these topics!