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    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 December 05, 2014

    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

    Getting Started on the PFS Credential - Education

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

    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

    Insurance and Risk Management

    Overview 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 September 22, 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 November 21, 2014

    Getting Started on the PFS Credential - Examination

    Assessment Learn about the examination requirements for the PFS credential.
    Published on April 23, 2014

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