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    Understanding Safe Withdrawal Rates

    Webcast Determining a “safe” amount of retirement spending is an increasingly popular topic amongst financial planners, yet a great deal of confusion exists about the current state of research and how it should be applied.
    Published on December 27, 2012

    Contact Us

    Overview If you require additional information, would like to give us feedback, or have questions about our products and services, please contact us by phone or e-mail.
    Published on July 10, 2012

    Personal Financial Planning Boot Camp Registration

    Overview The Personal Financial Planning Boot Camp provides attendees with an overview of all areas of the PFP discipline in a systematic manner to prepare them for the PFS exam.
    Published on April 01, 2014

    2012 Series From Tax Preparer to Financial Planner The Road Best Traveled - Library

    Presentation PFP Section members, inclusive of PFS credential holders, can access the recordings and presentation materials for this 18-part web seminar series to assist you in moving from tax return preparer to financial planner.
    Published on June 20, 2013

    Personal Financial Planning Web Seminars for Your Clients

    Webcast These consumer based web seminars give PFP Section Members and PFS Credential Holders the opportunity to educate their clients and the public about timely issues.
    Published on September 20, 2010

    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 April 23, 2014

    PFP Consumer Webcast Library

    Webcast A library of consumer-oriented web seminars on financial planning topics for CPAs to use with their clients.
    Published on April 16, 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

    2011 Series Take Charge Your Money. Your Life.

    Webcast Learn how to use your tax return to create a comprehensive financial plan in this web seminar and supplemental resource materials.
    Published on May 03, 2013

    PFP & CPA/PFS Learning Opportunities

    Overview Education related opportunities to develop professionally and be prepared for the PFS exam.
    Published on April 17, 2014

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