Portfolio Management and Accounting Software

Article:  Portfolio management and performance reporting systems play a major role in most PFP practices; many would argue that they play too large a role. Why? Because PFP is a long-term, ongoing process that has little if any relationship to short term investment performance. Although most knowledgeable PFPs constantly preach this
Published on April 19, 2011

Portfolio Management and Accounting Software

Article:  Portfolio management and performance reporting systems play a major role in most PFP practices; many would argue that they play too large a role. Why? Because PFP is a long-term, ongoing process that has little if any relationship to short term investment performance.
Published on April 26, 2011

Portfolio Management and Accounting Software

Article:  Portfolio management and performance reporting systems play a major role in most PFP practices; many would argue that they play too large a role. Why? Because PFP is a long-term, ongoing process that has little if any relationship to short term investment performance. Although most knowledgeable PFPs constantly preach this
Published on January 29, 2010

The CPAs Role in Elder Planning Services

Article:  Elder Planning services focus on the specific needs and goals of older adults. This article details these services, including accounting, cash flow planning and budgeting, pre- and post-retirement planning, insurance reviews, estate planning and tax planning
Published on May 16, 2011

Sample Language for Initiating Contact with the Students and the Young & Emerging CPA Financial Planner Audience

Sample Letter:  Customize this sample language when initiating contact with professors, student officers of accounting organizations, and students. Use the toolkit, including a brochure, article and these FAQs as a basis for your conversation with them or even give them a printed copy
Published on December 21, 2010

Message Points for Initiating Contact with the Students and the Young & Emerging CPA Financial Planner Audience

Sample Letter:  Use these message points when communicating with professors, student officers of accounting organizations, and students. Use the toolkit, including a brochure, article and these FAQs as a basis for your conversation with student officers or even give them a printed copy...
Published on December 21, 2010

Personal Financial Specialist (PFS) Exam

Overview:  Learn how to prepare for the PFS exam. Ideal if you are a an accounting professional pursuing the Personal Financial Specialist (PFS) credential or a regular CPA looking to improve your financial planning knowledge
Published on June 13, 2013

7216 Regulations Practical Responses to CPA Questions on Safeguarding Tax Return Information

Webcast:  This web seminar assists CPAs in their understanding of when they will need to obtain written consents from their clients in providing tax preparation, tax planning, accounting, and other traditional firm services related to IRC section 7216
Published on October 10, 2012

7216 Regulations

Presentation:  This presentation assists CPAs in their understanding of when they will need to obtain written consents from their clients in providing tax preparation, tax planning, accounting, and other traditional firm services related to IRC section 7216
Published on October 10, 2012

Business Structure Plays a Key Role for CPA Planners in Business Continuity

Article:  CPAs have a variety of business structure options to choose from in building a PFP practice. Choosing the one that is right for you takes time and careful consideration.
Published on September 20, 2010

CPA PFS Credential Frequently Asked Questions FAQ

FAQ:  Frequently asked questions about the Personal Financial Specialist credential including: Do I have to be a CPA and a member of the AICPA to apply? What is required to maintain the PFS Credential? Find answers to these and other common questions about the PFS credential.
Published on April 02, 2013

PFP Section Benefits for Prospective Members - Overview

Overview:  PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
Published on June 04, 2013

Personal Financial Planning and Wealth Advisory Publications

Tools:  Publications relevant to personal financial planning and wealth advisory services.
Published on June 04, 2013

Why Investment Advisory Services

FAQ:  These questions and answers will help you understand your opportunities to provide investment advisory services.
Published on August 26, 2010

Structure and Implementation

Guide:  This section summarizes structure and other considerations in implementing an investment services business.
Published on April 09, 2010