Fox Financial Planning Network Pricing
Tools :
Fox Financial Planning Network Pricing
Published on May 14, 2012
2011 CPAs Guide to Technology in a PFP Practice
Guide :
A look at the essential technology components of the efficient personal financial planning firm. The goal here is to briefly discuss the tools you will need. In order to facilitate the discussion, we’ll break the components down into two main categories: general office productivity tools and industry specific tools.
Published on February 17, 2012
The Technological Components of a Successful PFP Practice
Overview :
Because personal financial planning firms vary greatly in size and in their business approach, it is important to understand that there is no "one size fits all" technology solution. On the contrary, the technology needs of a firm will be
Published on February 17, 2012
Fox Financial Planning Network for CPAs
Overview :
A new program designed for the CPA practitioner to help you systematize and organize the planning process, administration and delivery of your financial planning or wealth management services.
Published on January 31, 2012
Fox Financial Planning Network Program Details
Tools :
Learn how to provide CPAs in all business models and firm sizes with the step by step processes they need to effectively develop their PFP businesses via a holistic approach.
Published on January 30, 2012
Fox Financial Planning Network Pricing
Tools :
Fox Financial Planning Network Pricing Details.
Published on January 16, 2012
PFP Practice Center
Toolkit :
The AICPA’s PFP membership section brings you resources to start or grow your business to cover your clients' personal financial planning needs, that are greater than ever before. Has your firm struggled with how to efficiently add
Published on January 13, 2012
Workflow System Guide for CPAs
Whitepaper :
Use this guide to develop a workflow system for your financial advisory firm.
Published on January 13, 2012
Script for CPA During Tax Season
Tools :
Use this script with your tax clients to get them interested in having a discussion with you after tax season about working together on other areas of their finances.
Published on January 13, 2012
PFP State Society Contact List
Directory :
The resources in the PFP Emerging Professionals Outreach Toolkit will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs. This document contains a list of state CPA societies with a link to each website and information about
Published on September 27, 2011
Other Regulatory Resources
Link :
In addition to the information in the PFP Practic Center on registration and compliance issues for financial advisers, consider these other useful resources.
Published on July 01, 2011
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 July 01, 2011
State Society Connections
Overview :
Connect with your state society of CPAs.
Published on June 16, 2011
General Office Productivity ToolsNote-taking Software
Overview :
Learn about note-taking software for notes that are client-related and for notes that are not.
Published on April 27, 2011
General Office Productivity ToolsCustomer Relationship Management Software
Overview :
Learn about the costs and benefits of industry-specific customer relationship management software for personal financial planners versus generic software.
Published on April 27, 2011