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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

    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

    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 September 02, 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

    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 - 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

    Investment Outlook 2014 Optimism Resurfaces in Spite of Challenges

    Article Sue Stevens provides a drill-down discussion that will help you understand the outlook for 2014.
    Published on April 11, 2014

    Inside Information Archives - 2014

    Newsletter 2014 Issues of Inside Information.
    Published on January 16, 2015

    When Titans Retire, They Need Your Help More Than Ever!

    Article Learn how to ease retiring, high-profile CEOs into estate planning.
    Published on March 25, 2014

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