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    Professional Standards and Ethics

    Overview Professional Standards and Ethics discusses the AICPA Code of Professional Conduct. The section also includes the full text of the Statements on Responsibilities in Personal Financial Planning Practice, a source of ethical guidance...
    Published on January 12, 2008

    Asset Protection Strategies

    Webcast In this web seminar, you will learn ways in which your clients can protect themselves from potential future creditors, including the ethics of asset protection planning, the law of fraudulent transfers, exemption planning, amont other topics
    Published on September 26, 2012

    CPA Personal Financial Specialist Flyer

    Advertisement ...is a flyer discussing the benefits of hiring a CPA personal financial specialist (PFS). Provides information on the license and credential, and what these mean for the professionals education, ethics, experience, and more
    Published on February 01, 2010

    PFP Practice Management

    Overview ...issues that face the firm as they consider developing and managing a PFP practice. Learn more about Regulatory and Statutory Issues, Engagement Planning, Fiduciary Responsibility, and Professional Standard and Ethics
    Published on May 11, 2010

    Hire a CPA Financial Planner Flyer

    Advertisement ...is a flyer discussing the benefits of hiring a CPA personal financial specialist (PFS). Provides information on the license and credential, and what these mean for the professionals education, ethics, experience, and more
    Published on May 11, 2010

    Personal Financial Planning Consumer Content

    Overview Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area.
    Published on April 07, 2014

    Objectives of the CPA/PFS Program

    Overview The CPA/PFS program has clear objectives to further for promotion of the CPA financial planner as the planner of choice and development of resources to support the CPA/PFS credential holder.
    Published on September 11, 2012

    What is Unique About a CPA/PFS

    Overview The AICPA stands behind our members and the qualifications and expertise they bring to supporting their clients. CPA financial planners are part of a 125-year old highly regarded profession.
    Published on March 20, 2013

    Personal Financial Planning and Wealth Advisory Publications

    Tools Publications relevant to personal financial planning and wealth advisory services.
    Published on August 07, 2013

    Find a CPA PFS Near You

    Directory Find an accredited CPA/PFS who has demonstrated comprehensive knowledge of financial planning combined with extensive tax expertise for a holistic approach to your financial needs.
    Published on April 02, 2013

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