Personal Financial Specialist Application
Overview:
The PFS application is used to collect information about a candidate's business experience, lifelong learning, and exam history. This information is used to determine whether the candidate has met the point requirements of the PFS multiple entry point system.
Published on June 14, 2010
Asset Protection Strategies
Webcast:
In this web seminar, you will learn ways in which your clients can protect themselves from potential future creditors, including the ethics of asset protection planning, the law of fraudulent transfers, exemption planning, amont other topics.
Published on September 26, 2012
How to Choose the Most Appropriate Business Model for Your Practice
Webcast:
During this interactive session, top securities law attorney Guy Lander will walk you through fundamental facets of three PFP business models, including: Securities Broker-Dealer, Registered Investment Adviser and Referral/Solicitor Agreements with Investment Companies.
Published on April 19, 2010
Join the AICPA PFP Membership Section
Overview:
$200 Is a Small Price to Pay—Consider Membership an Investment in Your Future!
Published on April 27, 2011
SpectremAdvisor Newsletter and Reports
Overview:
SpectremAdvisor.com is a resource for financial professionals who serve investors with a free monthly newsletter and additional optional discounted newsletters and reports for the affluent market advisor.
Published on January 15, 2013
PFP Networking Group - Frequently Asked Questions
FAQ:
Join a PFP Networking Groups and learn how to solve your business’s most pressing issues. These groups will be meeting throughout the year and have been designed to afford you the opportunity to gain from the knowledge and perspective of your most successful peers.
Published on April 02, 2013
You are the Value
Webcast:
In this web seminar, Leo Pusateri, president of Pusateri Consulting and Training, discusses how the Value Revolution, the Changing Client and the Client’s Dilemma require Financial Entrepreneurs to develop powerful, personal answers to the seven critical questions of distinction, and “know their value.”
Published on October 09, 2012
Disaster Recovery A Guide to Financial Issues Fact Sheet
Overview:
Find out more about the guide Disaster Recovery: A Guide to Financial Issues, including the intended purpose and use of the guide. You will be able to counsel others on what to do next once disaster strikes.
Published on April 10, 2013
PFP Section Benefits for Prospective Members - Overview
Overview:
PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
Published on April 26, 2013
Q&A With Meloni Hallock A CPAs Thoughts Regarding the Role CPAs Play Once Disaster Strikes
FAQ:
Meloni Hallock discusses the benefits of the American Red Cross publication Disaster Recovery: A Guide to Financial Issues.
Published on March 07, 2013
Other Matters
News:
Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
Published on March 06, 2013
Disaster Recovery Guide Fact Sheet
Overview:
Find out more about the guide Disaster Recovery: A Guide to Financial Issues, including the intended purpose and use of the guide. You will be able to counsel others on what to do next once disaster strikes.
Published on May 11, 2010
Disasters and Financial Planning A Guide for Preparedness
Guide:
Learn more about Disasters and Financial Planning: A Guide for Preparedness, including the intended purpose and use of the guide. You will be able to counsel others on what to do to mitigate the financial consequences of a disaster.
Published on February 11, 2011
Disasters and Financial Planning A Guide for Preparedness
Guide:
Disasters, whether natural or manmade, usually strike quickly and without warning. You and your family may have little or no time to decide what to do next. That's why it is so important to plan for the possibility of a disaster?and not wait until it happens.
Published on August 26, 2010