Implementing PFP Services Panel Practice Profiles
Nine panelists provide practice profiles recommendations including services provided, methods, compensation, and number and type of staff
Published on January 09, 2015
Professional Standards and Ethics
Professional Standards and Ethics discusses the AICPA Code of Professional Conduct. The section also includes the full text of the Statements on Responsibilities in Personal Financial Planning Practice, a source of ethical guidance for financial planners.
Published on September 25, 2014
What do you do
Navigate the regulatory minefield and compliance issues with this interactive quiz that will help you determine which business model suits you and your firm and will direct you to the applicable compliance issues and other important matters
Published on February 18, 2010
Be in Demand Becoming a CPA Financial Planner
Young CPA's are entering the market looking for objective advice, guidance and direction. This article outlines how to position themselves to be in demand in a changing environment.
Published on October 14, 2014
The CPAs Guide to Financial and Estate Planning
Steve Siegel ties in the latest PFP Section benefit, The CPA’s Guide to Financial & Estate Planning, with essential estate planning considerations to discuss with your clients during 2014.
Published on January 05, 2015
5 Reasons Why CPA Financial Planners May be Avoiding Life Insurance
If you’re a planner who continues to avoid life insurance discussions with your clients, consider re-evaluating your personal objections to provide a more holistic approach.
Published on August 18, 2014
Inside Information Archives - 2013
2013 Issues of Inside Information
Published on July 23, 2014
PFP & CPA/PFS Learning Opportunities
Education related opportunities to develop professionally and be prepared for the PFS exam.
Published on December 08, 2014
Its Never Too Early (or Too Late) to Specialize Is a Career in Financial Planning right for you
A career as a CPA financial planner or Personal Financial Specialist may be right for you!
Published on September 16, 2014
Steps the Public Can Take Before Disaster Strikes
Read about the six key steps people can take to prepare for the financial impact of a disaster. This information can be valuable when speaking to your clients, addressing civic groups, or being interviewed by the media.
Published on August 14, 2014