By Document Type
PFP & CPA/PFS Learning Opportunities
Education related opportunities to develop professionally and be prepared for the PFS exam
Published on May 15, 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 May 20, 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 June 23, 2014
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 July 29, 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