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    CPA/PFS Credential Media & Writing Opportunities

    Media Outreach One of the benefits of holding the CPA/PFS credential is exposure to various media related opportunities, including writing, speaking and participating in online forums
    Published on April 17, 2014

    The Planner Newsletter

    Newsletter January/February 2014 issue of the Planner
    Published on July 23, 2014

    Annuity Resources

    Article Resources to help CPAs learn about annuities and how to implement them effectively as part of their clients' personal financial plans.
    Published on August 15, 2012

    Personal Financial Planning Consumer Content

    Overview 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 May 20, 2014

    Find a CPA/PFS Near You

    Overview The individuals included on this site are members of the AICPA who are entitled to use the Personal Financial Specialist (PFS) designation. A CPA is granted this designation only after demonstrating experience in personal financial planning services and meeting other accreditation requirements established by the AICPA.
    Published on June 28, 2011

    CPA/PFS Profile Dan Thomas

    Article As chair of the AICPA’s PFS Credential Committee, Dan sat down with Planner to talk about how the CPA/PFS helps influence the CPA financial planner’s work and several other topics.
    Published on April 11, 2014

    CPA/PFS - A Credential By Any Other Name is Not the Same

    Article An article discussing the benefits of the CPA/PFS credential.
    Published on April 16, 2014

    Inside Information Newsletter

    Article Current issues of Inside Information
    Published on July 23, 2014

    Best Planning Ideas 2014 Retirement

    Article Get the highlights of a special panel discussion featuring  Lyle K. Benson Jr., Stephen R. Akers, Robert S. Keebler, and Michael Kitces.
    Published on June 20, 2014

    CPA/PFS Perspectives on Retirement Planning The Next Phase of Life

    Article Highlights of the presentation “Retirement Planning: The Next Phase of Life,” which is part of the PFP Division’s “CPA/PFS Perspectives” webcast series.
    Published on November 19, 2013

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