Sample Presentation Current Issues in PFP and Member Benefits That Can Help
Presentation:
Customize these slide decks to use in a presentation to your state society or firm network.
Published on February 06, 2011
Message Points for Working with the Media
Toolkit:
This is a library of current issues and key points that will help you represent your practice and your profession when speaking with the media and the public. It was developed from feedback and experiences by...
Published on January 28, 2011
PFP/PFS Media Spokesperson Application
Application:
One of the best ways to promote the PFS credential is to be vocal on current issues and become a resource for the local and national media. The AICPA’s Media Relations team helps CPA/PFS practitioners be better media spokespersons for your profession. Providing the...
Published on March 10, 2010
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
Getting Started on the PFS Credential - Experience
Assessment:
Learn about the Experience requirements of the PFS credential.
Published on September 11, 2012
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 May 03, 2011
Getting Started on the PFS Credential
Assessment:
Learn the steps to get started with the PFS credential.
Published on September 11, 2012
PFP Practice Center Overview
Overview:
The AICPA’s PFP membership section brings you resources to start or grow your business to cover your client’s personal financial planning needs that are in higher demand than ever before.
Published on May 28, 2010
Federal Transfer Tax Valuation Issues for 2011
Webcast:
In this web seminar, experts discuss current valuation issues as illustrated in recent federal estate and gift tax cases litigated in the U.S. Tax Court and Federal District Courts. You will gain an understanding of the...
Published on March 21, 2011
Examples and Case Studies
Overview:
These real life case studies and analyses address current PrimePlus/ElderCare practice management issues
Published on April 13, 2010
PFP News and Publications
Article:
The PFP News and Publications page provides access to upcoming events, regulatory updates, Forefield Advisor alerts and other valuable information related to the PFP Community.
Published on April 02, 2013
Financial Planning DigestCurrent Issue
Article:
Designed specifically for CPA personal financial planners and others interested in financial planning, Financial Planning Digest is a FREE monthly email newsletter from the AICPA. It provides the most important and timely news stories to support personal financial planners. Learn More
Published on January 28, 2011
Fiduciary Responsibility Message Points for Pension Plans of Nonprofits
Media Outreach:
A nonprofit board member that has the responsibility to invest money acts as a fiduciary. As a fiduciary, board members are required to know the law. View a checklist to help nonprofit board members understand their investment-related fiduciary responsibilities.
Published on March 03, 2010
PFP & CPA/PFS Web Seminars
Webcast:
Our web seminars give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers
Published on May 23, 2013
Client Templates
Link:
For a complete library of client templates, please visit Forefield Advisor. Use these turnkey templates to communicate timely regulatory and PFP service issues to your clients
Published on May 11, 2010