2015 Year in Review
Here’s a look back at the various milestones, as well as member benefits released or revised in 2015. This is a snapshot of some of the many benefits you receive as a PFP/PFS member, provided to help you practice competently and profitably.
PFP Awards and Recognition
The PFP Division congratulates PFP members and PFS credential holders who have been presented with awards and recognition over the past years.
Tax Season Resources
The PFP Division understands your time and attention are limited during busy season, so we have compiled several resources designed to support you this tax season.
The CPA’s Guide to Practical Retirement Planning provides a comprehensive look the “science” of retirement planning (what the CPA needs to know), and then the “art” (communicating this knowledge to clients in various stages of life).
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.