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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Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
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Aug 20
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Aug 21
Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs. Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures.