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    CPA/PFS Perspectives on Retirement Planning The Next Phase of Life

    Article Highlights of the presentation “Retirement Planning: The Next Phase of Life,” which is part of the PFP Division’s “CPA/PFS Perspectives” webcast series
    Published on November 19, 2013

    CPA/PFS Credential Recertification

    Overview Every three years, CPA/PFS credential holders are required to certify that they meet the continuing education and membership requirements of the credential
    Published on October 27, 2014

    CPA/PFS Profile Gina Chironis

    Article Get to know Gina Chironis, CPA/PFS; find out more about her services, what motivated her to open up her own practice, her service work, and even a bit about her favorite New Orleans recipe...
    Published on September 17, 2013

    CPA/PFS Profile Amy Sonstein

    Article A CPA/PFS Profile on Amy Sonstein
    Published on April 11, 2014

    CPA/PFS - A Credential By Any Other Name is Not the Same

    Article An article discussing the benefits of the CPA/PFS credential
    Published on April 16, 2014

    CPA/PFS Credential Media & Writing Opportunities

    Media Outreach One of the benefits of holding the CPA/PFS credential is exposure to various media related opportunities, including writing, speaking and participating in online forums
    Published on April 17, 2014

    CPA/PFS Profile Dan Thomas

    Article As chair of the AICPA’s PFS Credential Committee, Dan sat down with Planner to talk about how the CPA/PFS helps influence the CPA financial planner’s work and several other topics
    Published on April 11, 2014

    CPA Financial Planning Thought Leadership Investment Planning

    Webcast In this webcast, a panel of CPA financial planner thought leaders will discuss structuring portfolios, the intersection of tax planning and investment strategy and risks
    Published on November 12, 2014

    CPA/PFS Perspectives on Using Technology in a PFP Practice

    Article Direct from a recent CPA/PFS webcast, get an earful on the hottest technologies for CPA financial planners and their practices
    Published on September 16, 2014

    CPA Strong Campaign for CPA Financial Planner

    Overview Gain access to coordinated marketing materials around the theme “CPA Strong” designed to help build your financial planning practice
    Published on April 26, 2013

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