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    Personal Financial Planning Committees and Task Forces

    Overview This page lists PFP-related committees and committee objectives
    Published on April 18, 2010

    Investment Committee Effectiveness Backgrounder

    FAQ An effective Investment Oversight Committee is the foundation upon which a dependable 401(k) program is built in your organization. Its main purpose is to ensure your plan remains competitive while continually offering a...
    Published on May 11, 2010

    Joint Committee on Taxation Overview

    Presentation Leading experts Bob Keebler and Mel Schwarz will help you keep up and stay ahead through this in-depth web seminar discussing: A review of the decisions made by Congress or the impacts of the changes from the Fiscal Cliff; The impact on your clients and their estates, taxes, and financial
    Published on January 18, 2013

    Personal Financial Planning Executive Committee

    Objectives or Roster Learn about the Financial Planning Executive Committee's objective and members
    Published on April 11, 2014

    Personal Financial Specialist Credential Committee

    Objectives or Roster Learn about the Personal Financial Specialist (PFS) Credential Committee objectives and members
    Published on April 07, 2014

    Resolution Regarding the Report of the Special Committee on Accreditation of Specialization

    Meeting Minutes The Strategic Planning Committee identified the development of an improved means for formally identifying, recognizing, advocating, and supporting new areas of specialization that warrant an accreditation program as a strategic initiative
    Published on April 18, 2010

    PFP Standards Exposure Draft Log

    Tools The PFP Executive Committee responded to the comment letters received on the Statement on Standards in PFP Services
    Published on January 06, 2014

    CPA/PFS Profile Dan Thomas

    Article As chair of the AICPA’s PFS Credential Committee, Dan sat down with Planner to talk about how the CPA/PFS helps influence the CPA financial planner’s work and several other topics
    Published on April 11, 2014

    Statement on Responsibilities in a Personal Financial Planning Practice

    Guidance The Personal Financial Planning Executive Committee has issued this Statement on Responsibilities to provide guidance to the CPA financial planner and ensure that the highest levels of integrity, professionalism, objectivity and competence are applied to...
    Published on March 24, 2011

    AICPA PFP Section Thought Leadership Panel

    Article This article from PFP Executive Committee chair, Lyle Benson, recaps a discussion of leading CPA financial planners covering a wide variety of technical and practice management topics (courtesy of CCH
    Published on February 27, 2014

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