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Forefield Advisor

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Forefield Advisor

Forefield Advisor^™ (Forefield) is a client education and communication tool that enables advisors to deliver current, concise and compliant resources to their clients. The content is written by CPAs, attorneys and other subject matter experts.

Forefield provides access to more than 3,000 resources made up of over 2,300 articles, 200 illustrations and tables, 200 interactive calculators and over 400 presentations. The resources cover all areas of the broad subject matter that makes up personal financial planning, including estate, tax, retirement, investment and risk management planning.

Resources are continuously updated to reflect current legislation and industry trends. All of the resources can be searched with a Google-like search engine and they are also organized by 17 life events and 10 financial goals.

Forefield has created hundreds of standard presentation templates. You can choose from any of the 3,000 resources to compile the presentations that uniquely fit your client’s needs. In addition, you have your choice of exporting your presentations to PDF, Word or an HTML email. There is also an option to have your presentations professionally printed for a fee. The PFP Section has a contract with Forefield that enables members of the Section to access the Forefield site and related resources directly from the PFP site (www.aicpa.org/PFP). This is one of the many benefits that members can access as part of the $200 annual fee.

Types of Content

Forefield Alerts (Samples)
Forefield Alerts keep you apprised of new legislation and regulations impacting your personal financial planning and tax practice. There are two types of alerts: consumer and advisor.

Forefield Presentations (Samples)
Forefield Presentations allow you to tailor concept pieces and presentations that are specific to your clients needs. And you can personalize it for your clients. There are over 3,000 resources with many topics to choose from in 11 categories, including personal finance, estate planning, retirement planning and education planning to name a few.

Forefield Concept Pieces (Samples)
Forefield's two-page concept pieces provide you with a high level overview of specific subject matter that you can use to educate your clients. You can create these pieces as an HTML email, PDF or Word document. With the HTML email version, you gain the ability to distribute each concept piece electronically without having to include the piece as a separate email attachment.

Forefield Case Studies (Samples)
Forefield Case Studies concisely present an overview of a particular financial topic or planning concept, including a definition, examples and clients for whom it may be suitable to use in planning, as well as advantages and disadvantages. These pieces may be useful when doing lectures and other types of educational presentations.

Forefield Calculator Presentations
Forefield Calculators can be run as a standalone resource, and many can also be run as a full calculator presentation. Calculator presentations combine calculator output with appropriate content on the topic to create a comprehensive presentation.

How to Access

Forefield Advisor is a part of your PFP Section membership benefits.

If you are a member of the PFP Section, inclusive of PFS Credential holders, go to the PFP homepage at www.aicpa.org/PFP. Once on the homepage, click on the Forefield Advisor link; enter your AICPA user ID and password and you will be taken to the Forefield homepage where you will have access to the resources discussed in the introduction.

If you would like to join the PFP Membership Section to gain full access to Forefield Advisor, visit our http://www.joinpfp.org.

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Other Regulatory Resources

Link: In addition to the information in the PFP Practice Center on registration and compliance issues for financial advisers, consider these other useful resources.
Published on March 07, 2013

Registration and Compliance

Overview: Investment Advisers, Investment Adviser Representatives, Broker-Dealers and Solicitors may be subject to certain SEC and state registration and compliance issues.
Published on March 06, 2013

The Basics of Providing Investment Advice

Guide: Learn the basics of providing investment advice, including the the definition of Investment Adviser and SEC and state registration requirements.
Published on February 05, 2013

Regulatory

Overview: Welcome to the Regulatory section of the PFP Practice Center. As a personal financial planner, you face a confusing array of compliance guidelines. Here you will find valuable information on: Determining when you cross the l
Published on February 05, 2013

Types of Business Models

Overview: PFP firms come in all shapes and sizes. View the array of business models and learn more about each of them.
Published on September 21, 2012

Business Models Investment Adviser

Article: Learn about the Investment Adviser business model, its structure, how to implement it, and the registration and compliance issues.
Published on October 25, 2010

SEC Release 1A - 1092

Guidance: Contains SEC Release 1A - 1092 - Applicability of the Investment Advisers Act to Financial Planners, Pension Consultants, and Other Persons Who Provide Investment Advisory Services as a Component of Other Financial Services.
Published on May 07, 2010

Compensation Models

Overview: Learn about the fee versus commission compensation models for financial advisers.
Published on April 09, 2010

Structure and Implementation

Guide: This section summarizes structure and other considerations in implementing an investment services business.
Published on April 09, 2010

Business Models Financial Analyst

Overview: Learn about the Financial Analyst business model, its structure, how to implement it, and the registration and compliance issues.
Published on April 09, 2010

Business Models Portfolio Manager

Overview: Learn about the Portfolio Manager, its structure, how to implement it and the registration and compliance issues.
Published on April 08, 2010

Business Models Solicitor/Referral

Overview: Learn about the Solicitor/Referral business model, its structure, how to implement it, and the registration and compliance issues.
Published on April 08, 2010

Business Models Registered Representative

Overview: Learn about the Registered Representative, its structure, how to implement it and the registration and compliance issues.
Published on April 08, 2010

Business Models Broker-Dealer

Article: Learn about the Broker-Dealer business model, its structure, how to implement it, and the registration and compliance issues.
Published on April 08, 2010

Business Models Investment Adviser Representative

Article: Learn about the Investment Adviser Representative, its structure, how to implement it, and the registration and compliance issues.
Published on April 08, 2010

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