CPA/PFS Perspectives Web Seminar Series
Webcast:
This series features a panel of successful CPA/PFS credential holders discussing a particular topic commonly faced by CPA financial planners in practice
Published on May 08, 2013
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 January 15, 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. CPAs are notified when their recertification date occurs. Learn more...
Published on June 26, 2012
CPA Financial Planning Practice Study
Report:
This is the first study of CPA financial planning/investment advisory practices, by Moss Adams and the AICPA. This study draws upon detailed information provided by 431 practices falling into various business models across the country...
Published on September 05, 2012
CPA Strong Campaign for the CPA/PFS
Overview:
Gain access to coordinated marketing materials around the theme “CPA Strong” designed to help build your financial planning practice and emphasize your PFS credential
Published on April 26, 2013
CPA Financial Planner Marketing/Media Toolkit
Overview:
A toolkit to assist the CPA financial planner in promoting their services with the public and media
Published on April 26, 2013
CPA PFS Credential Frequently Asked Questions FAQ
FAQ:
Frequently asked questions about the Personal Financial Specialist credential including: Do I have to be a CPA and a member of the AICPA to apply? What is required to maintain the PFS Credential? Find answers to these and other common questions about the PFS credential
Published on April 02, 2013
CPA/PFS Marketing/Media Toolkit
Overview:
Resources to help CPA/PFS credential holder market their service
Published on April 26, 2013
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
An Interview with Mike Seefeld
Member Profile:
CPA Mike Seefeld is a director of Elder Planning Services at KBA Group LLP in Dallas. A former tax practitioner, Seefeld began considering Elder Planning services about three years ago...
Published on April 28, 2011
Challenges Facing CPA Financial Planners
Article:
CPA financial planning/advisory firms have all of the challenges associated with operating as a financial planning/advisory business; however, they have the added complexity of being part of a...
Published on January 29, 2010
CPA/PFS Perspectives on Using Annuities in Planning
Audio:
...practical aspects of using annuities in the planning process. With uncertainty in the market and an increasing number of retiring clients, this topic needs to be better understood by CPA financial planners
Published on August 24, 2012
CPA/PFS Perspectives on Using Annuities in Planning
Presentation:
...practical aspects of using annuities in the planning process. With uncertainty in the market and an increasing number of retiring clients, this topic needs to be better understood by CPA financial planners
Published on August 24, 2012
Spectrems Millionaire Corner
Product:
CPA/PFS holders are eligible for a 20% discount off Millionaire Corner with the promotional code on this page
Published on February 04, 2013
CPA Personal Financial Specialist Flyer
Advertisement:
Provided is a flyer discussing the benefits of hiring a CPA personal financial specialist (PFS). Provides information on the license and credential, and what these mean for the professionals education, ethics, experience, and more
Published on February 01, 2010