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    Comment Letter on SSPFPS from CFP

    Comment Letter Comment letter on the Statement on Standards in Personal Financial Planning Services.
    Published on December 11, 2013

    Understanding Safe Withdrawal Rates

    Webcast Determining a “safe” amount of retirement spending is an increasingly popular topic amongst financial planners, yet a great deal of confusion exists about the current state of research and how it should be applied.
    Published on December 27, 2012

    Getting Started on the PFS Credential

    Assessment Learn how to get started on obtaining the PFS credential.
    Published on May 07, 2010

    Getting Started on the PFS Credential - Examination

    Assessment Learn about the examination requirements for the PFS credential.
    Published on April 05, 2011

    AICPA Honors Steven Levey and Ted Sarenski

    Article AICPA Honors Steven Levey and Ted Sarenski during the 2014 PFP Advanced Estate Planning Conference.
    Published on March 25, 2014

    Personal Financial Specialist Application

    Overview The PFS application is used to collect information about a candidate's business experience, lifelong learning, and exam history. This information is used to determine whether the candidate has met the point requirements of the PFS multiple entry point system.
    Published on June 14, 2010

    Be Your Own Recruiter How to Find, Hire and Retain Top Talent

    Webcast Human capital is one of the best investments you can make in your practice.  In a client-service industry, face-time with your clients is critical and the staff with whom your clients interact can make or break your firm’s reputation.
    Published on September 08, 2011

    How Do I Become a Registered Investment Advisor

    Checklist Once you have decided to enter the business of investment advising, contact your state securities commission and ask for an investment advisor registration packet. Determine if an examination is required. Most states require you to take the Series 65 exam.
    Published on October 21, 2011

    Investment Fiduciary Responsibility

    Webcast The newly published Prudent Practices for Investment Advisors lays the foundation for the responsibilities and prudent process every CPA should be aware of in the giving of investment advice as a fiducially prudent advisor.
    Published on September 26, 2012

    Investment Planning

    Webcast Our webcasts give PFP Section Members the opportunity to learn about timely issues on investment planning as well as interact with their fellow peers.
    Published on December 09, 2013

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