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

Professional Responsibilities

Overview:  An overview of the professional responsibilities and standards associated with personal financial planning services.
Published on May 22, 2013

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

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

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

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

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

Personal Financial Planning and Wealth Advisory Publications

Tools:  Publications relevant to personal financial planning and wealth advisory services.
Published on May 03, 2013

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

Its Never Too Early (or Too Late) to Specialize Is a Career in Financial Planning right for you

Article:  Good with numbers?  Enjoy interacting with people?  Like to have a positive impact on others?  Want to own your own business and gain financial independence?  A career as a CPA financial planner or Personal Financial Specialist may be right for you!
Published on September 14, 2010

CPA/PFS - A Credential By Any Other Name is Not the Same

Article:  An article discussing the benefits of the CPA/PFS credential.
Published on January 15, 2013

PFS Logo Usage Guidelines

Logo:  Including the AICPA Personal Financial Specialist (PFS) Credential logo on your individual letterhead, business cards, and other marketing materials will enhance your brand recognition as a credentialed financial planning expert and help differentiate your practice.
Published on January 28, 2011

Overview of the Personal Financial Specialist (PFS) Credential

Overview:  A summary page with links to all necessary information relating to the PFS credential program.
Published on May 08, 2013

PFP & CPA/PFS Education Opportunities

Overview:  Education related opportunities to develop professionally and be prepared for the PFS exam, including partnerships with The American College.
Published on April 05, 2013