Webcast: 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

Overview: Information about the CPA/PFS credential referral program to promote the credential.
Published on February 26, 2013

CPA/PFS Credential Eligibility Requirements

Overview: Learn about the program requirements for the Personal Financial Specialist ( PFS) credential.
Published on April 26, 2013

Custody Rule

News: 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

Article: 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

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

FAQ: 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

News: Stay up to date on legislative and regulatory issues relating to financial services reform
Published on April 30, 2013

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Related AICPA Products

ABV Exam Registration

This registration is for the ABV Exam offered during July 1 – July 31, 2013 and November 15 – December 20, 2013.

PFS Credential Exam Registration

Registration for both the Summer and Winter 2012 PFS Credential Exams.

CFF Exam Registration

This registration is for the CFF Exam offered during July 1 - July 31, 2013 and November 15 - December 20, 2013.