Fiduciary Standard of Care

Overview:  Learn about the elements needed to be deemed a fiduciary.
Published on May 17, 2013

Prudent Investment Practices A Handbook for Investment Fiduciaries - Factsheet

Overview:  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 May 17, 2013

PFS Logo Usage Guidelines

Logo:  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

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

The CPAs Role in Restoring Investor Confidence

Article:  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

Prudent Investment Practices Handbook Factsheet

Overview:  View a bulleted overview of the major features of the Fiduciary Handbook. Learn more about prudent investment practices and the significance for you in your practice.
Published on March 29, 2011

Q & A with Joel Framson on the Fiduciary Handbook

FAQ:  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 July 06, 2011

CPA PFS Credential Frequently Asked Questions FAQ

FAQ:  Frequently asked questions about the Personal Financial Specialist credential including: Do I have to be a CPA and a member of the AICPA to apply? What is required to maintain the PFS Credential? Find answers to these and other common questions about the PFS credential.
Published on April 02, 2013

Introduction to Personal Income Tax Planning

Article:  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

Custody Rule

News:  Stay up to date on legislative and regulatory issues relating to the custody rule.
Published on March 15, 2013

Q & A with Clark Blackman on Fiduciary Handbook from a Small Business Perspective

FAQ:  This interview with Clark Blackman shows how the Fiduciary Handbook provides meaningful guidance to small CPA firms.
Published on March 29, 2011

PFP State Resource Sharing

Tools:  State societies are welcome to link to these valuable resources on the PFP Division’s Web site.
Published on February 04, 2013

The Basics of Providing Investment Advice

Guide:  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

PFP Tax News

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 May 16, 2013

Business Structure Plays a Key Role for CPA Planners in Business Continuity

Article:  CPAs have a variety of business structure options to choose from in building a PFP practice. Choosing the one that is right for you takes time and careful consideration.
Published on September 20, 2010