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 2
Volume 2 covers annuities, employee benefits, transfers includible in the death of the estate, wills, the marital deduction, powers of appointment, selection and appointment of fiduciaries, postmortem planning, planning for the executive, planning for the professional, closely held businesses, and planning for the owner of a closely held corporation.
What Can the PFP Section Do For You?
The demand for personal financial planning services is growing TWO TIMES faster than general accounting.* Learn how the AICPA PFP Section can help you get ready.
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.