By Document Type
PFP & CPA/PFS Learning Opportunities
Education related opportunities to develop professionally and be prepared for the PFS exam
Published on April 17, 2014
Overview of the Personal Financial Specialist (PFS) Credential
A summary page with links to all necessary information relating to the PFS credential program.
Published on April 18, 2014
Personal Financial Planning Consumer Content
Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area.
Published on April 23, 2014
Its Never Too Early (or Too Late) to Specialize Is a Career in Financial Planning right for you
A career as a CPA financial planner or Personal Financial Specialist may be right for you!
Published on August 23, 2013
PFP Tax 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 April 07, 2014
Registration and Compliance
Investment Advisers, Investment Adviser Representatives, Broker-Dealers and Solicitors may be subject to certain SEC and state registration and compliance issues.
Published on March 06, 2013