Search Results

    Page  1 2 3 4
    Showing results 1 - 10 of 36
    Order by:


    PFP & CPA/PFS Learning Opportunities

    Overview Education related opportunities to develop professionally and be prepared for the PFS exam.
    Published on May 15, 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 July 29, 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 July 09, 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, 2014

    Getting Started on the PFS Credential - Education

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

    2014 Months in Review

    Overview 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

    Overview Complete listing of member benefits for PFP and PFS.
    Published on February 05, 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 April 24, 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

    PFP Networking Groups

    Overview 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

    Page  1 2 3 4
    Showing results 1 – 10 of 36
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.