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    Join the AICPA PFP Membership Section

    Overview $200 Is a Small Price to Pay—Consider Membership an Investment in Your Future!
    Published on August 09, 2013

    2011 Advanced PFP Conference Workshop - Implementing PFP Services in Your Firm

    Conference Whether you are considering adding, expanding or formalizing personal financial planning services within your firm, or you are already established and want to hear how some of the most successful CPAs are doing it, this all-day intensive workshop will give you the step-by-step guidance and resources you need to be
    Published on January 28, 2011

    Retirement Healthcare

    Overview Resources for CPAs on retirement healthcare including a CPA guide and links to other resources.
    Published on April 11, 2014

    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 July 10, 2012

    PFS Credential Referral Program

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

    Social Security Planning

    Guide Are you aware of the planning needs associated with Social Security?  Learn more about how the Social Security program affects the decisions that clients need to make.
    Published on April 11, 2014

    Retirement Planning

    Overview Learn about the retirement planning services you can offer to provide peace of mind for your clients.  Help your clients evaluate and select strategies that are the best fit.
    Published on February 12, 2014

    Getting Started in Elder Planning Services

    Article Read more about researching your market, marketing your services, and developing a successful practice in elder planning.
    Published on July 18, 2013

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning.
    Published on April 03, 2014

    FAQs for Prospective CPA/PFS Credential Holders

    FAQ Frequently asked questions for CPA/PFS applicants.
    Published on April 17, 2014

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