One CPAs Story on Becoming a Registered Investment Advisor

Member Profile:  CPAs are realizing more and more that their financial competence, coupled with their ethical commitment, make them ideal candidates to become financial planners and investment advisors. In addition, CPAs are already adept at nurturing long term client relationships
Published on March 24, 2011

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 April 26, 2013

Statement on Responsibilities in PFP Practice and What CPAs Need to Know for the PFS Exam and Beyond

Webcast:  ...Executive Committee has issued the Statements on Responsibilities in PFP Practice (SORs) to provide guidance to the CPA financial planner in applying the highest levels of integrity, professionalism and competence in the delivery of personal financial planning services so as to serve the best interests of
Published on March 25, 2011

Statement on Responsibilities in a Personal Financial Planning Practice

Guidance:  ...Financial Planning Executive Committee has issued this Statement on Responsibilities to provide guidance to the CPA financial planner and ensure that the highest levels of integrity, professionalism, objectivity and competence are applied to the delivery of personal financial planning services so as to serve the best interests of
Published on March 24, 2011

Marketing/Media Toolkits

Overview:  Find out more about Marketing and Media toolkits for CPA financial planners
Published on July 28, 2011

PFS Credential Referral Program

Overview:  Information about the CPA/PFS credential referral program to promote the credential.
Published on February 26, 2013

What is Unique About a CPA/PFS

Overview:  The AICPA stands behind our members and the qualifications and expertise they bring to supporting their clients. CPA financial planners are part of a 125-year old highly regarded profession.
Published on March 20, 2013

Using the Statement on Responsibilities in Personal Financial Planning Practice to Develop a Basis for Delivering PFP Se...

Webcast:  Understanding your responsibilities as a CPA delivering personal financial planning (PFP) services and protecting yourself against the unforeseen risks of litigation are critical concepts to consider and integrate into your practice. Learn how in this web seminar with Dirk Edwards and Scott Sprinkle.
Published on August 17, 2011

PFP State Resource Sharing

Tools:  State societies are welcome to link to these valuable resources on the PFP Division’s Web site.
Published on February 04, 2013

Young Emerging Financial Planner - Frequently Asked Questions

FAQ:  Good with numbers?  Enjoy interacting with people?  Like to have a positive impact on others?  Want to own your own business and gain financial independence? Have an interest in personal finance?  A career as a CPA financial planner or Personal Financial Specialist may be right for you!  In here, you will find answers
Published on April 02, 2013

Financial Services Reform

News:  Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on April 30, 2013

PFP Tax News

News:  The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
Published on May 16, 2013