Understanding Safe Withdrawal Rates
Determining a “safe” amount of retirement spending is an increasingly popular topic amongst financial planners, yet a great deal of confusion exists about the current state of research and how it should be applied.
Published on December 27, 2012
2012 Series From Tax Preparer to Financial Planner The Road Best Traveled - Library
PFP Section members, inclusive of PFS credential holders, can access the recordings and presentation materials for this 18-part web seminar series to assist you in moving from tax return preparer to financial planner.
Published on June 20, 2013
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Published on July 10, 2012
Personal Financial Planning & CPA/PFS Webcasts
Our webcasts 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 December 04, 2013
Personal Financial Planning Web Seminars for Your Clients
These consumer based web seminars give PFP Section Members and PFS Credential Holders the opportunity to educate their clients and the public about timely issues.
Published on September 20, 2010
CPA/PFS Credential Recertification
Every three years, CPA/PFS credential holders are required to certify that they meet the continuing education and membership requirements of the credential. CPAs are notified when their recertification date occurs. Learn more.
Published on June 26, 2012
2011 Series Take Charge Your Money. Your Life.
Learn how to use your tax return to create a comprehensive financial plan in this web seminar and supplemental resource materials.
Published on May 03, 2013
The CPAs Guide to Financial and Estate Planning
The CPA's Guide to Financial and Estate Planning is the premier guidebook for professionals who structure, tailor, and administer financial and estate plans.
Published on October 30, 2013
Personal Financial Specialist (PFS) Exam
Learn how to prepare for the Personal Financial Specialist (PFS) exam.
Published on October 04, 2013
Moving from Tax Preparer to Financial Planner
These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance.
Published on September 20, 2013