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    FAQs for Prospective CPA/PFS Credential Holders

    FAQ Frequently asked questions for CPA/PFS applicants.
    Published on April 17, 2014

    PFP Practice Management Toolkit

    Article Welcome to the Practice Management Toolkit brought to you by the PFP Team and PCPS!   Your firm’s biggest asset is its people, and the growth of your firm depends on the quality of its organizational structure, strategic planning, and human capital.   To satisfy firms' needs, we have made
    Published on May 13, 2013

    Red Flags Rule

    News Stay up to date on legislative and regulatory issues regulatory issues relating to "red flags" rule
    Published on October 01, 2013

    Inside Information Archives - 2013

    Newsletter 2013 Issues of Inside Information
    Published on January 03, 2014

    Inside Information Newsletter

    Article ...This document has not been approved, disapproved, or otherwise acted upon by any senior technical committees, and does not represent an official position of the American Institute of Certified Public Accountants. It is distributed
    Published on April 16, 2014

    Do the New Personal Financial Planning Standards Apply to You

    Webcast Members practicing in PFP should understand whether the Statement on Standards in PFP services applies to them and how they can use the statement to protect their clients and their practice.
    Published on December 18, 2013

    Bob Veres Media Reviews

    Newsletter Bob Veres Media Reviews service summarizes the contents of three or four professional magazines each month, with direct links so you can go straight to the articles that interest you.
    Published on April 16, 2014

    Bob Veres E-Columns

    Newsletter In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.
    Published on April 11, 2014

    Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information

    Article Because personal financial plans can include a variety of historical or prospective financial information, the illustrative engagement letters do not describe such information. Read more about illustrative engagement letter descriptions of certain historical and prospective financial information.
    Published on August 22, 2011

    SpectremAdvisor Newsletter and Reports

    Overview is a resource for financial professionals who serve investors with a free monthly newsletter and additional optional discounted newsletters and reports for the affluent market advisor.
    Published on April 22, 2014

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