Fiduciary Rule Resources
Resources that explores the many effects of the U.S. Department of Labor’s Fiduciary Rule on advisors and consumers.
The CPAs Guide to Financial and Estate Planning - Vol 1
Updated to provide guidance to CPAs advising clients in estate, tax, retirement, investment, and risk management matters, as well as reflect the planning implications of major tax law changes, including the 2015 PATH Act, estate basis consistency reporting rules and more.
Free PFS Exam Promotion
Register for the PFS Exam Review Course or any complete PFP Boot Camp and add the PFS exam to your shopping cart for free!
PFP Division assembled both CPA and non-CPA thought leaders to provide resources throughout 2016 on these transitions after retirement to help our members better address these needs with their clients.
PFP/PFS members receive 4 complimentary CPE-accredited PFP Section-sponsored webcasts on an annual basis. Visit the PFP webcast calendar to view these events and how to redeem your complimentary credits. Note that recordings and presentations materials from all PFP Section-sponsored webcasts are posted to our learning library after the live event. Viewing these archived recordings does not qualify for CPE.
Our PFP learning library brings all events together in one place for you to learn from the convenience of your home or office. As a PFP Section member benefit, you have unlimited access to all of the webcast, podcast, video recordings and presentation materials. You can see all our events by browsing by topic or series.