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    AICPA Accounting Competition

    Presentation Use this presentation at your local university to give students an overview of the annual AICPA Accounting Competition and this year’s topic of personal financial planning
    Published on August 27, 2013

    Message Points For Initiating Contact

    Sample Letter Use these message points when communicating with professors, student officers of accounting organizations, and students
    Published on July 14, 2014

    Sample Language for Initiating Contact with the Students and the Young & Emerging CPA Financial Planner Audience

    Sample Letter Customize this sample language when initiating contact with professors, student officers of accounting organizations, and students
    Published on July 14, 2014

    PFP Section Benefits for Prospective Members - Overview

    Overview PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
    Published on September 16, 2014

    CPA/PFS Profile Amy Sonstein

    Article A CPA/PFS Profile on Amy Sonstein
    Published on April 11, 2014

    The CPAs Guide to Technology in a PFP Practice, Part I

    Guide Part 1 of the CPA’s Guide to Technology covers the technological components of a successful PFP practice, CRM applications, portfolio management and accounting software, and financial planning software
    Published on June 19, 2014

    Webcast Series Statement on Standards in Personal Financial Planning Services

    Webcast Learn about the applicability, requirements, practical applications, and ways to elevate your practice through the Statement on Standards in Personal Financial Planning Services.
    Published on July 08, 2014

    FAQs for Prospective CPA/PFS Credential Holders

    FAQ Frequently asked questions for CPA/PFS applicants.
    Published on October 29, 2014

    Implementing Section 7216

    Article IRS regulations on the unauthorized disclosure or use of tax return information went into effect on January 1, 2009. For purposes of the revised section 7216 regulations, CPAs should understand that, in general, they will not need to obtain written cons
    Published on July 22, 2014

    PFP Emerging Professionals Outreach Toolkit

    Toolkit These resources will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs.
    Published on September 12, 2014

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