PFP & CPA/PFS Learning Opportunities
Education related opportunities to develop professionally and be prepared for the PFS exam.
Published on May 15, 2014
Personal Financial Planning & CPA/PFS Webcasts
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 July 29, 2014
PFP Member Discounts
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 July 09, 2014
CPA/PFS Credential Recertification
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, 2014
Getting Started on the PFS Credential - Education
Information about the PFS Education Requirements
Published on April 23, 2014
2014 Months in Review
A look back at the various milestones, as well as member benefits released during each month of the current year.
Published on July 16, 2014
PFP Member Advantages by Membership Type
Complete listing of member benefits for PFP and PFS.
Published on February 05, 2014
Insurance and Risk Management
Find out how you can enhance your value by assessing the risks your clients face and advising them about insurance choices and other strategies to manage those risks.
Published on April 24, 2014
Resources on The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act
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
PFP Networking Groups
PFP section membership gives CPA financial planners and most trusted advisers the opportunity to network with the best and brightest. Learn and share best practices for technical strategies and practice management topics.
Published on August 07, 2013