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    CPA/PFS Perspectives on Using Technology in a PFP Practice

    Article Direct from a recent CPA/PFS webcast, get an earful on the hottest technologies for CPA financial planners and their practices.
    Published on September 16, 2014

    PFP Practice Center

    Overview Resources to start or grow your business to cover your clients' personal financial planning needs
    Published on September 10, 2014

    Personal Financial Planning Resources

    Overview The personal financial planning resources section within the AICPA site helps members to keep up with the latest planning strategies and trends in personal financial planning services
    Published on August 28, 2014

    Practice Management

    Overview The Practice Management section brings you resources to start or grow your business to cover your clients' personal financial planning needs that are greater than ever before
    Published on August 27, 2014

    Specialized Communities and Firm Practice Management 2008 Annual Report

    Report AICPA's Specialized Communities and Firm Practice Management (SCFPM) division provides resources that enhance members? success. Provided is a summary of some of the initiatives SCFPM undertook for the 2007-2008 year
    Published on February 01, 2010

    Other Regulatory Resources

    Link In addition to the information in the PFP Practice Center on registration and compliance issues for financial advisers, consider these other useful resources
    Published on August 25, 2014

    PFP Practice Guides

    Overview These useful guides present non-authoritative guidance on various PFP technical and practice management topics.
    Published on September 16, 2014

    Useful Resources

    Article These useful resources can be printed as a handout for the audience for the purpose of staying connected to the AICPA and PFP Section
    Published on August 07, 2013

    PFP Section Offer

    Overview The PFP Section offers tools and resources dedicated to the CPA financial planner. Whether you're starting a PFP practice or want to grow your current practice, partnering with the AICPA's PFP Section is a good first step. Join the PFP Section today
    Published on August 25, 2014

    PFP Champion Toolkit

    Tools The PFP Champion Toolkit is designed to provide CPA financial planners who are building a PFP presence in their state with support, networking opportunities and resources
    Published on September 03, 2014

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