Professional Responsibilities
Overview:
An overview of the professional responsibilities and standards associated with personal financial planning services.
Published on May 22, 2013
Fiduciary Standard of Care
Overview:
Learn about the elements needed to be deemed a fiduciary.
Published on May 17, 2013
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 May 08, 2013
White paper from Fox Financial Planning Network The Integrated Practice
Article:
The Integrated Practice highlights the need for financial advisors to create a financial advisory business that is optimally integrating workflows, technology solutions, practice management strategies and human capital to maximize firm efficiency to profitably deliver outstanding client service.
Published on May 08, 2013
Fox Financial Planning Network Pricing
Tools:
Fox Financial Planning Network Pricing
Published on May 08, 2013
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 May 03, 2013
Personal Financial Planning and Wealth Advisory Publications
Tools:
Publications relevant to personal financial planning and wealth advisory services.
Published on May 03, 2013
Young & Emerging CPA Financial Planners
Overview:
Learn why a career as a CPA financial planner or Personal Financial Specialist may be right for you!
Published on May 01, 2013
PFP Networking Groups
Overview:
PFP section membership gives CPA financial planners and most trusted advisers the opportunity to network with the best and brightest. Learn and share best practices for technical strategies and practice management topics.
Published on April 30, 2013
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
Practice Management Study Results, Tools and Resources
Overview:
Learn best practices of the most successful CPA financial planning practices. Access practice guides, past web seminar recordings and marketing toolkits and white papers on organizational structure, staffing, succession planning and work/life balance.
Published on April 29, 2013
Young Emerging Financial Planner - Frequently Asked Questions
FAQ:
Good with numbers? Enjoy interacting with people? Like to have a positive impact on others? Want to own your own business and gain financial independence? Have an interest in personal finance? A career as a CPA financial planner or Personal Financial Specialist may be right for you! In here, you will find answers
Published on April 02, 2013
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
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 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