Professional Standards and Ethics
Overview:
Professional Standards and Ethics discusses the AICPA Code of Professional Conduct. The section also includes the full text of the Statements on Responsibilities in Personal Financial Planning Practice, a source of ethical guidance...
Published on January 12, 2008
Professional Responsibilities
Overview:
An overview of the professional responsibilities and standards associated with personal financial planning services.
Published on March 05, 2013
Asset Protection Strategies
Webcast:
In this web seminar, you will learn ways in which your clients can protect themselves from potential future creditors, including the ethics of asset protection planning, the law of fraudulent transfers, exemption planning, amont other topics
Published on September 26, 2012
PFP Practice Management
Overview:
...issues that face the firm as they consider developing and managing a PFP practice. Learn more about Regulatory and Statutory Issues, Engagement Planning, Fiduciary Responsibility, and Professional Standard and Ethics
Published on May 11, 2010
CPA Personal Financial Specialist Flyer
Advertisement:
...is a flyer discussing the benefits of hiring a CPA personal financial specialist (PFS). Provides information on the license and credential, and what these mean for the professionals education, ethics, experience, and more
Published on February 01, 2010
Hire a CPA Financial Planner Flyer
Advertisement:
...is a flyer discussing the benefits of hiring a CPA personal financial specialist (PFS). Provides information on the license and credential, and what these mean for the professionals education, ethics, experience, and more
Published on May 11, 2010
Objectives of the CPA/PFS Program
Overview:
The CPA/PFS program has clear objectives to further for promotion of the CPA financial planner as the planner of choice and development of resources to support the CPA/PFS credential holder.
Published on September 11, 2012
Find a CPA PFS Near You
Directory:
Find an accredited CPA/PFS who has demonstrated comprehensive knowledge of financial planning combined with extensive tax expertise for a holistic approach to your financial needs.
Published on April 02, 2013
What is Unique About a CPA/PFS
Overview:
The AICPA stands behind our members and the qualifications and expertise they bring to supporting their clients. CPA financial planners are part of a 125-year old highly regarded profession.
Published on March 20, 2013
Personal Financial Planning and Wealth Advisory Publications
Tools:
Publications relevant to personal financial planning and wealth advisory services.
Published on May 03, 2013
Building a Successful PFP Practice Web Seminar
Webcast:
In this Web seminar, hear first hand from a successful CPA PFP practitioner, Jimmy J. Williams, CPA/PFS, MTAX, BVAL, and how he overcame these obstacles. Topics will include a high level overview of the following: Getting started including best practices and business models
Published on October 09, 2012
Its Never Too Early (or Too Late) to Specialize Is a Career in Financial Planning right for you
Article:
Good with numbers? Enjoy interacting with people? Like to have a positive impact on others? Want to own your own business and gain financial independence? A career as a CPA financial planner or Personal Financial Specialist may be right for you!
Published on September 14, 2010
About Us - AICPA PFP
Overview:
The AICPA's Personal Financial Planning ( PFP) division enjoys its 20th anniversary with renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential. Learn More
Published on July 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
Overview of the Personal Financial Specialist (PFS) Credential
Overview:
A summary page with links to all necessary information relating to the PFS credential program.
Published on May 08, 2013