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    Personal Financial Planning CPE & Events

    Webcast Our webcasts, conferences and audio streams give PFP section members, inclusive of CPA/PFS credential holders, the opportunity to learn about timely issues as well as interact with their peers.
    Published on April 24, 2015

    Personal Financial Planning & CPA/PFS Webcasts

    Webcast Our webcasts give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers.
    Published on April 24, 2015

    Current PFP News

    Newsletter Maximize Year-Round Productivity with Leading Financial & Tax Planning Strategies | 2015 Q1 Personal Financial Satisfaction Index (PFSi) Released  |  Financial Literacy Webcast: 2015 Taxes: Start Your Money Plan Here
    Published on April 22, 2015

    PFP & CPA/PFS Learning Opportunities

    Overview Education related opportunities to develop professionally and be prepared for the PFS exam.
    Published on December 08, 2014

    PFP Member Discounts

    Product One of the valuable benefits of being a member of the PFP Section is the discounts that you receive on a variety of AICPA and third-party products and services.
    Published on October 16, 2014

    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 April 21, 2015

    Getting Started on the PFS Credential - Education

    Assessment Information about the PFS Education Requirements
    Published on April 23, 2014

    Getting Started on the PFS Credential - Experience

    Assessment Learn about the Experience requirements of the PFS credential.
    Published on April 23, 2014

    Getting Started on the PFS Credential

    Assessment Learn the steps to get started with the PFS credential.
    Published on April 23, 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 April 22, 2015

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