New Member Benefit: Fox Financial Planning Network
On January 17th from the Advanced PFP Conference, Deborah Fox revealed how you can get access to fully customizable, pre-written workflows for each area of financial planning, training on how to systematically prepare for, deliver and follow up from each client meeting, and resources for learning best practices and staying up-to-date.
PFP Division 2011 Year in Review
With the uncertainty and change that ushered in 2011, the AICPA PFP Division has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review.
The CPA's Guide to Financial and Estate Planning
The guidebook, for professionals who structure, tailor and administer financial and estate plans, explains all the important planning concepts, and examines important techniques used to meet the financial goals of clients.
Written by Ted Sarenski and technically reviewed by the Elder Planning Task Force, this handbook is designed by CPAs for CPAs. While many resources provide Social Security facts or advice, few are oriented towards professionals seeking to offer guidance to clients.
The financial plans developed by CPA Personal Financial Specialists and CPA financial planners are CPA Strong - the theme of this campaign.
Award-winning, bi-monthly, quick read newsletter focusing entirely on financial planning issues