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    Independence and Conflicts of Interest

    Overview Learn about independence as it relates to providing investment advisory services
    Published on April 06, 2010

    Its Never Too Early (or Too Late) to Specialize Is a Career in Financial Planning right for you

    Article A career as a CPA financial planner or Personal Financial Specialist may be right for you!
    Published on September 16, 2014

    Young & Emerging CPA Financial Planners

    Overview Learn why a career as a CPA financial planner or Personal Financial Specialist may be right for you!
    Published on September 16, 2014

    Young and Emerging Financial Planners Frequently Asked Questions

    FAQ A career as a CPA financial planner or Personal Financial Specialist may be right for you!  Here, you will find answers to some commonly asked questions about this unique career!
    Published on September 16, 2014

    PFS Body of Knowledge

    Overview Summary of the PFS Body of Knowledge.
    Published on April 23, 2014

    Fox Financial Planning Network Program Details

    Tools Learn how to provide CPAs in all business models and firm sizes with the step by step processes they need to effectively develop their PFP businesses via a holistic approach.
    Published on May 03, 2013

    Professional Responsibilities

    Overview An overview of the professional responsibilities and standards associated with personal financial planning services.
    Published on July 30, 2014

    Custody Rule

    News Stay up to date on legislative and regulatory issues relating to the custody rule.
    Published on August 12, 2014

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