Understanding Safe Withdrawal Rates
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
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Published on May 20, 2014
Personal Financial Planning Boot Camp Registration
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 July 24, 2014
2012 Series From Tax Preparer to Financial Planner The Road Best Traveled - Library
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 & CPA/PFS Webcasts
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 21, 2014
PFP Consumer Webcast Library
A library of consumer-oriented web seminars on financial planning topics for CPAs to use with their clients.
Published on July 15, 2014
CPA/PFS Credential Recertification
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.
Learn how to create a comprehensive financial plan in this webcast series.
Published on July 11, 2014
PFP & CPA/PFS Learning Opportunities
Education related opportunities to develop professionally and be prepared for the PFS exam.
Published on May 15, 2014
PFS Exam Review Options
Learn about the PFS Exam Review program at the AICPA.
Published on June 18, 2014