Personal Financial Planning is the Term Consumers Use
An independent study of 800+ consumers with a net worth of $500,000 to $5 million+, shows that “personal financial planning” is the most appealing term for services ranging from tax planning to retirement planning. And three out of four associate CPAs with financial planning.
The CPAs Guide to Financial and Estate Planning - Vol 4
This volume includes new enhancements for 2016 including major law changes made by the 2015 PATH Act; new estate basis consistency reporting rules and updates on the Affordable Care Act and the ABLE Act.
DOL Fiduciary Rule Resources
The implementation of the DOL Fiduciary Rule is on the horizon. FAQs, based on input received from financial services firms and other stakeholders, are an important part of the regulatory process as they allow the DOL to clarify important parts of the rule. To learn how you should be preparing for this now and more information on the rule, visit the DOL Resource Page
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.