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    Personal Financial Planning Boot Camp Registration

    Overview The Personal Financial Planning Boot Camp provides attendees with an overview of all areas of the PFP discipline in a systematic manner to prepare them for the PFS exam.
    Published on February 18, 2015

    Contact Us

    Overview If you require additional information, would like to give us feedback, or have questions about our products and services, please contact us by phone or e-mail.
    Published on May 20, 2014

    2014 Year in Review

    Overview Recap of PFP milestones and resources released or revised in 2014.
    Published on January 30, 2015

    What CPAs Must Know to Advise Clients on Health Care

    Article This story covers the highlights from a recent webcast presented by Ted Sarenski about the Affordable Care Act and how it affects estate and financial planning.
    Published on February 05, 2014

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