Inside Information - A Message from Bob Veres
Newsletter:
...of the overall community who take themselves seriously as professionals, and who are constantly looking for ways to improve their businesses, and their service to clients. Includes newsletter, media reviews, and
Published on March 23, 2012
PFP Networking Group - Frequently Asked Questions
FAQ:
...issues. These groups will be meeting throughout the year and have been designed to afford you the opportunity to gain from the knowledge and perspective of your most successful peers
Published on April 02, 2013
PFP Division 2011 Year in Review
Article:
...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
About Us - AICPA PFP
Overview:
The AICPA's Personal Financial Planning ( PFP) division enjoys its 20th anniversary with renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential. Learn More
Published on July 11, 2012
PFP Division 2012 Year in Review
Article:
With unprecedented uncertainty in 2012 coupled with the unique opportunity for CPA financial planners to affirm their value by proactively planning for their clients, the AICPA PFP Division has sought to provide the latest information, tools
Published on May 14, 2013
PFP Practice Center Overview
Overview:
The AICPA’s PFP membership section brings you resources to start or grow your business to cover your client’s personal financial planning needs that are in higher demand than ever before.
Published on May 28, 2010
Estate Planning
Webcast:
Our web seminars give PFP Section Members the opportunity to learn about timely estate planning issues as well as interact with their fellow peers
Published on May 08, 2013
Practice Management Webinars
Webcast:
Our web seminars give PFP Section Members the opportunity to learn about timely issues on practice management as well as interact with their fellow peers
Published on April 04, 2013