An overview of the professional responsibilities and standards associated with personal financial planning services.
Published on September 17, 2013
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 September 24, 2013
Fiduciary Responsibility Message Points for Pension Plans of Nonprofits
A nonprofit board member that has the responsibility to invest money acts as a fiduciary. As a fiduciary, board members are required to know the law. View a checklist to help nonprofit board members understand their investment-related fiduciary responsibilities.
Published on March 03, 2010
Living on credit can become a way of life. And if you are among the millions of Americans with chronic debt problems, you may need to put yourself on a debt management plan. With proper planning, you can escape the ""debt trap"" and free yourself of financial worries.
Published on September 30, 2010
What is Unique About a CPA/PFS
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
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
Elder Planning Services Useful Web Site Links and Resources
The following list contains links to Web sites of organizations that are referred to on this Community site, as well as others that Elder Planning practitioners may find useful. Access these sites to find more resources for Elder Planning services.
Published on April 03, 2013
Illustrative Engagement Letter Long Form
A detailed PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on April 03, 2012
Budgeting and Saving
Establishing financial independence can be an exciting journey filled with new experiences or a confusing trip filled with frustration. Find tips to assist you with your first steps on the journey to financial independence.
Published on August 26, 2010
The Basics of Providing Investment Advice
Learn the basics of providing investment advice, including the the definition of Investment Adviser and SEC and state registration requirements.
Published on February 05, 2013