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. Click on any one of these for more information. Please note: PF
Published on February 08, 2013
eMoney Advisor
Tools:
...full view of a client’s financial picture and functions to enable more complete planning and better client service. Learn about eMoney Advisor products and the PFP Section member discount
Published on February 28, 2012
Getting Started on the PFS Credential - Experience
Assessment:
Learn about the Experience requirements of the PFS credential.
Published on September 11, 2012
Technology Implications of Custodians
Overview:
Discover why the custodian you choose for your clients' assets can have technology implications.
Published on January 15, 2013
Getting Started on the PFS Credential
Assessment:
Learn the steps to get started with the PFS credential.
Published on September 11, 2012
PFP & CPA/PFS Education Opportunities
Overview:
Education related opportunities to develop professionally and be prepared for the PFS exam, including partnerships with The American College.
Published on April 05, 2013
PFP Section Benefits for Prospective Members - Overview
Overview:
PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
Published on June 04, 2013
PFS Exam Review Options
Overview:
Learn about the PFS Exam Review program at the AICPA.
Published on April 16, 2013
Personal Financial Specialist (PFS) Exam
Overview:
Learn how to prepare for the PFS exam. Ideal if you are a an accounting professional pursuing the Personal Financial Specialist (PFS) credential or a regular CPA looking to improve your financial planning knowledge.
Published on June 13, 2013
PFP Division 2011 Year in Review
Article:
With the uncertainty and change that ushered in 2011, the AICPA PFP Division has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review.
Published on April 25, 2013
CPA/PFS - A Credential By Any Other Name is Not the Same
Article:
An article discussing the benefits of the CPA/PFS credential.
Published on June 05, 2013
PFP Division 2012 Year in Review
Article:
With unprecedented uncertainty in 2012 coupled with the unique opportunity for CPA financial planners to affirm their value by proactively planning for their clients, the AICPA PFP Division has sought to provide the latest information, tools
Published on June 04, 2013
Estate Tax Legislation
News:
Stay up to date on legislative and regulatory issues relating to estate tax legislation.
Published on May 16, 2013
Budgeting and Saving
Article:
Establishing financial independence can be an exciting journey filled with new experiences or a confusing trip filled with frustration. Find tips to assist you with your first steps on the journey to financial independence.
Published on August 26, 2010
PFP Tax News
News:
The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
Published on June 14, 2013