Learn about the PFS Exam
Published on March 12, 2013
Getting Started on the PFS Credential - Examination
Learn about the examination requirements for the PFS credential.
Published on April 05, 2011
Upcoming Personal Financial Planning Conferences
View the schedule of upcoming PFP conferences
Published on April 22, 2013
Overview of New Form ADV2 and Other Compliance Considerations
New SEC regulations effective October 12th require investment advisers to use a new Form ADV, Part 2, which includes supplemental information not previously required in the current “check-the-box” format. Join Ellen Bruno as she discusses the critical information you need to know about the transition to the new ADV2.
Published on January 28, 2011
PFS Credential Referral Program
Information about the CPA/PFS credential referral program to promote the credential.
Published on February 26, 2013
CPA/PFS Credential Eligibility Requirements
Learn about the program requirements for the Personal Financial Specialist ( PFS) credential.
Published on April 26, 2013
Stay up to date on legislative and regulatory issues relating to the custody rule
Published on March 15, 2013
PFP Division 2011 Year in Review
With the uncertainty and change that ushered in 2011, the AICPA PFP Division has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review.
Published on April 25, 2013
PFP Tax News
The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
Published on May 16, 2013
Young Emerging Financial Planner - Frequently Asked Questions
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? Have an interest in personal finance? A career as a CPA financial planner or Personal Financial Specialist may be right for you! In here, you will find answers
Published on April 02, 2013
Financial Services Reform
Stay up to date on legislative and regulatory issues relating to financial services reform
Published on April 30, 2013