Fiduciary Standard of Care
Learn about the elements needed to be deemed a fiduciary.
Published on July 16, 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
FAQs for Prospective CPA/PFS Credential Holders
Frequently asked questions for CPA/PFS applicants.
Published on May 19, 2014
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
Stay up to date on legislative and regulatory issues relating to the custody rule.
Published on August 12, 2014
Flood Insurance Not a Cut and Dried Proposition
Get information and insight to develop a basic understanding of the risk and the insurance options available for flood insurance.
Published on July 23, 2014
PFP State Resource Sharing
State societies are welcome to link to these valuable resources on the PFP Division’s website.
Published on April 11, 2014