One CPAs Story on Becoming a Registered Investment Advisor
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
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
...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
...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
Find out more about Marketing and Media toolkits for CPA financial planners
Published on July 28, 2011
PFS Credential Referral Program
Information about the CPA/PFS credential referral program to promote the credential.
Published on February 26, 2013
What is Unique About a CPA/PFS
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...
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
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
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
Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on April 30, 2013
PFP Tax 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