2012 Series Take Charge Your Money. Your Life
This web seminar series is presented jointly by 360 Degrees of Financial Literacy and the PFP Division as a way to educate consumers about personal financial planning
Published on January 03, 2013
2013 Series Take Charge Your Money. Your Life
This 2013 web seminar series is presented jointly by 360 Degrees of Financial Literacy and the PFP Division as a way to educate consumers about personal financial planning
Published on July 01, 2014
2014 Series Take Charge Your Money. Your Life.
A free webcast series brought to you by 360 Degrees of Financial Literacy and AICPA’s PFP Section From America’s CPA Financial Planners
Published on July 28, 2014
Money Doctor Program Information and Application
The Money Doctor program, staffed by volunteer CPA/PFS, is a 360 Degrees of Financial Literacy public service program to answer the public's general financial planning questions and promote financial literacy
Published on March 22, 2013
Estate and Financial Planning for Clients Living with Chronic Illness
A consumer oriented web seminar on how chronic illness should be considered during the estate and financial planning process.
Published on July 17, 2013
Personal Financial Planning Consumer Content
Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area.
Published on June 24, 2014
CPA/PFS Business Development Toolkit
Marketing templates, tools and resources to help a CPA/PFS credential holder market their financial planning services.
Published on July 15, 2014
CPA Financial Planner Business Development Toolkit
A toolkit to assist the CPA financial planner in promoting their services with the public and media.
Published on July 14, 2014
CPA/PFS Credential Media & Writing Opportunities
One of the benefits of holding the CPA/PFS credential is exposure to various media related opportunities, including writing, speaking and participating in online forums.
Published on April 17, 2014
Financial Literacy Helping Americans Understand Their Personal Finances
The AICPA promotes financial literacy by helping Americans understand their personal finances and develop money management skills.
Published on April 11, 2014