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    The CPA Personal Financial Specialist (PFS) Credential

    Overview Learn about the Personal Financial Specialist (PFS) Credential.
    Published on September 29, 2014

    Elder Planning Services Useful Web Site Links and Resources

    Overview The following list contains links to Web sites of organizations that are referred to on this Community site, as well as others that Elder Planning practitioners may find useful.
    Published on August 28, 2014

    CPA/PFS Profile Dan Thomas

    Article As chair of the AICPA’s PFS Credential Committee, Dan sat down with Planner to talk about how the CPA/PFS helps influence the CPA financial planner’s work and several other topics.
    Published on April 11, 2014

    Financial Services Reform

    News Stay up to date on legislative and regulatory issues relating to financial services reform.
    Published on July 23, 2014

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