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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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529 Plans and Estate Planning Sample Presentation

Presentation: A sample presentation from Forefield Advisor, a Web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.
Published on April 30, 2013

Client Summary of Health Care Reform

Article: This brief client article from Forefield Advisor that describes some of the most important provisions of the health care reform legislation.
Published on February 07, 2013

Forefield Alert - 2011 Tax Changes At a Glance

Article: Forefield Article - 2011 Tax Changes At a Glance
Published on February 07, 2013

Forefield Advisor

Article: Forefield Advisor™ (Forefield) is a client education and communication tool that enables advisors to deliver current, concise and compliant resources to their clients.
Published on November 27, 2012

Client Alert Estate Planning in a Declining Market from Forefield Advisor

Case Study: A sample Client Alert from Forefield Advisor, a Web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.
Published on October 26, 2012

How Much Annual Income Can Your Retirement Portfolio Provide

Article: Forefield Article - How Much Annual Income Can Your Retirement Portfolio Provide?
Published on October 14, 2010

11 Ways to Stay Sane in a Crazy Market Concept Piece from Forefield Advisor

Article: A sample concept piece from Forefield Advisor, a Web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.
Published on January 29, 2010

Key Estate Planning Documents You Need Concept Piece from Forefield Advisor

Family Business Succession Planning Presentation from Forefield Advisor

Active Versus Passive Concept Piece from Forefield Advisor

Article: An example of a concept piece from Forefield Advisor, a Web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.
Published on January 29, 2010

Client Alert Market Week

Article: A sample market week alert from Forefield Advisor, a Web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.
Published on January 29, 2010

Advisor Alert Worker, Retiree, and Employer Recover Act of 2008

Article: A sample Advisor Alert from Forefield Advisor, a Web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.
Published on January 29, 2010

Estate Tax Presentation from Forefield Advisor

Advisor Alert Homeowner Affordability and Stability Plan from Forefield Advisor

Dynasty Trust Case Study from Forefield Advisor

Case Study: A sample case study from Forefield Advisor, a Web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.
Published on January 29, 2010

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