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    PFS Body of Knowledge

    Overview Summary of the PFS Body of Knowledge.
    Published on April 23, 2014

    Podcasts from the Personal Financial Planning Division

    Audio The AICPA PFP Division monitors the news and legislative and regulatory landscape in order to bring you expert commentary on the issues you need to know in practice.
    Published on March 26, 2015

    The CPAs Guide to Financial and Estate Planning

    Webcast Archive Steve Siegel ties in the latest PFP Section benefit, The CPA’s Guide to Financial & Estate Planning, with essential estate planning considerations to discuss with your clients during 2014.
    Published on March 12, 2015

    A Dozen Dynamics of Investment Planning

    Article Lyle Benson recaps the key planning issues, opportunities and ideas from a recent webcast on investment planning hosted by CPA financial planners.
    Published on March 09, 2015

    PFP & CPA/PFS Learning Opportunities

    Overview Education related opportunities to develop professionally and be prepared for the PFS exam.
    Published on December 08, 2014

    Estate Tax Legislation

    News Stay up to date on legislative and regulatory issues relating to estate tax legislation.
    Published on April 13, 2015

    PFP Division 2012 Year in Review

    Overview Here’s a look back at the various milestones, as well as member benefits released or revised in 2012.
    Published on October 06, 2014

    Post-Mortem Administration Checklist for the CPA Financial Planner

    Article There’s no avoiding the inevitable; learn how to deal with the complex tax issues surrounding mortality and estate planning issues for future generations.
    Published on August 14, 2014

    2014 Year in Review

    Overview Recap of PFP milestones and resources released or revised in 2014.
    Published on April 13, 2015

    Investment Outlook 2014 Optimism Resurfaces in Spite of Challenges

    Article Sue Stevens provides a drill-down discussion that will help you understand the outlook for 2014.
    Published on April 11, 2014

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