Search Results

    Page  1 2 3
    Showing results 1 - 10 of 22
    Order by:


    2014 Series Take Charge Your Money. Your Life.

    Webcast 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 October 30, 2014

    2012 Series Take Charge Your Money. Your Life

    Webcast 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

    Webcast 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

    Money Doctor Program Information and Application

    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

    CPA/PFS Business Development Toolkit

    Overview Marketing templates, tools and resources to help a  CPA/PFS credential holder market their financial planning services.
    Published on September 08, 2014

    CPA/PFS Credential Media & Writing Opportunities

    Media Outreach 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

    CPA Financial Planner Business Development Toolkit

    Overview A toolkit to assist the CPA financial planner in promoting their services with the public and media.
    Published on September 08, 2014

    CPA/PFS Credential Application Pricing

    Application The PFS Credential Pricing provides information about credential fee pricing guidelines.
    Published on June 11, 2014

    Personal Financial Planning Consumer Content

    Overview 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 September 02, 2014

    Financial Decisions Guide

    Article Whether you are currently dealing with the loss of a loved one, or making decisions about an aging parent, or simply want to proactively be ready for the future, this guide will help identify many of the issues, decisions and programs of which you should be aware.
    Published on May 17, 2013

    Page  1 2 3
    Showing results 1 – 10 of 22
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.