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 May 03, 2013
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
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
Estate and Financial Planning for Clients Living with Chronic Illness
Webcast:
A consumer oriented web seminar on how chronic illness should be considered during the estate and financial planning process.
Published on November 25, 2010
CPA/PFS Marketing and Media Toolkit
Overview:
Marketing templates, tools and resources to help a CPA/PFS credential holder market their financial planning services.
Published on June 04, 2013
CPA Financial Planner Marketing/Media Toolkit
Overview:
A toolkit to assist the CPA financial planner in promoting their services with the public and media.
Published on April 26, 2013
Financial Literacy Helping Americans Understand Their Personal Finances
Overview:
The AICPA promotes financial literacy by helping Americans understand their personal finances and develop money management skills.
Published on June 04, 2013
eMoney Advisor
Tools:
A suite of web-based wealth management and financial planning tools ant offer a full view of a client’s financial picture and functions to enable more complete planning and better client service. Learn about eMoney Advisor products and the PFP Section member discount.
Published on February 28, 2012
PFS Credential Holder Exposure Opportunities
Media Outreach:
One of the benefits of holding the PFS credential is exposure to various media related opportunities, including writing, speaking and participating in online forums.
Published on March 22, 2013
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
Retirement Healthcare
Overview:
Resources for CPAs on retirement healthcare including a CPA guide and links to other resources
Published on November 30, 2012
Social Security Planning
Guide:
Are you aware of the planning needs associated with Social Security? Learn more about how the Social Security program affects the decisions that clients need to make.
Published on February 01, 2013
Tax Season Resources
Overview:
Obtain access to Personal Financial Planning Section resources that relate to tax planning.
Published on March 20, 2013
Young Emerging Financial Planner - Frequently Asked Questions
FAQ:
A career as a CPA financial planner or Personal Financial Specialist may be right for you! In here, you will find answers to some commonly asked questions about this unique career!
Published on June 04, 2013
About Us - AICPA PFP
Overview:
The AICPA's Personal Financial Planning ( PFP) division enjoys its 20th anniversary with renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential. Learn More
Published on July 11, 2012