Fiduciary Standard of Care
Learn about the elements needed to be deemed a fiduciary.
Published on July 16, 2014
Prudent Investment Practices A Handbook for Investment Fiduciaries - Factsheet
Prudent Investment Practices: A Handbook for Investment Fiduciaries identifies practices that prescribe a timeless and flexible process for successful investment management decision-making.
Published on April 24, 2014
Statement on Standards in Personal Financial Planning Services
Information on the Statement on Standards in Personal Financial Planning Services
Published on May 20, 2014
Acknowledgments - Proposed Statement on Standards in Personal Financial Planning Services
Objectives or Roster:
Thank you to all of the volunteers who paved the way to the proposed Statement on Standards in Personal Financial Planning Services
Published on June 12, 2013
PFS Logo Usage Guidelines
Including the AICPA Personal Financial Specialist (PFS) Credential logo on your individual letterhead, business cards, and other marketing materials will enhance your brand recognition as a credentialed financial planning expert and help differentiate your practice.
Published on January 28, 2011
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
The CPAs Role in Restoring Investor Confidence
There have been many well-intended attempts to restore investor confidence. However, one could categorize these attempts to be analogous to putting a band aid on a wound that is in need of a tourniquet. More needs to be done, and there is critical role that the CPA can play.
Published on March 29, 2011
PFP Emerging Professionals Outreach Toolkit
These resources will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs.
Published on July 21, 2014
Q & A with Joel Framson on the Fiduciary Handbook
Review a discussion with Joel Framson regarding the overall benefits of the Fiduciary Handbook and its significance to CPA financial planners and Personal Financial Specialists.
Published on August 07, 2013
Introduction to Personal Income Tax Planning
Income tax planning may be defined as the development and implementation of appropriate strategies to reduce, affect the timing of, or shift either current or future income tax liabilities. Recommended strategies are based not only on the tax consequences themselves, but also in light of the individual's overall financial goals.
Published on August 26, 2010