The Personal Financial Planning (PFP) Section is the premier provider of information, tools, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice.
The PFP Section is designed to broaden and improve its members’ professional competence and help them deliver high-quality, profitable PFP services. Members receive essential information to stay up-to-date on critical PFP issues. They receive guidance on performing proficient PFP services and valuable practice management tools such as sample forms, reports, exhibits and checklists.
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