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    PFP & CPA/PFS Learning Opportunities

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

    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 January 22, 2015

    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 October 27, 2014

    Getting Started on the PFS Credential - Education

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

    Time Sensitive Resources to Assist with 2013 Planning

    Overview For a limited time, access two popular PFP Section resources at no charge to help educate your clients.
    Published on October 02, 2014

    PFP Member Advantages by Membership Type

    Overview Complete listing of member benefits for PFP and PFS.
    Published on January 05, 2015

    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 November 03, 2014

    Resources on The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act

    Tools The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act (the “Act”) presents a the multitude of issues to consider in the areas of personal financial planning given the certainty in the tax law for 2011 and 2012 and the uncertainty we will be with faced with once again in
    Published on September 24, 2013

    Getting Started on the PFS Credential - Experience

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

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