Search Results

    Page  1 2
    Showing results 1 - 10 of 18
    Order by:


    Implementing PFP Services Panel Practice Profiles

    Overview 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

    Overview 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

    Assessment 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

    Article 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

    5 Reasons Why CPA Financial Planners May be Avoiding Life Insurance

    Article 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

    The CPAs Guide to Financial and Estate Planning

    Webcast Archive 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 March 12, 2015

    Its Never Too Early (or Too Late) to Specialize Is a Career in Financial Planning right for you

    Article A career as a CPA financial planner or Personal Financial Specialist may be right for you!
    Published on September 16, 2014

    CPA/PFS Profile Jerry Nightingale

    Article Meet Jerry Nightingale and learn more about his practice methodology, investment philosophy, volunteer work and leadership positions, and what makes him tick.
    Published on June 04, 2014

    Steps the Public Can Take Before Disaster Strikes

    Checklist 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

    Illustrative Engagement Letter Long Form

    Sample Letter A detailed PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
    Published on September 16, 2014

    Page  1 2
    Showing results 1 – 10 of 18
    Show Results per page
    Copyright © 2006-2015 American Institute of CPAs.