Join the AICPA PFP Membership Section
$200 Is a Small Price to Pay—Consider Membership an Investment in Your Future!
Published on August 09, 2013
Personal Financial Specialist Application
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
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
Investment Outlook 2014 Optimism Resurfaces in Spite of Challenges
Sue Stevens provides a drill-down discussion that will help you understand the outlook for 2014.
Published on February 05, 2014
SpectremAdvisor Newsletter and Reports
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
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 August 26, 2013
You are the Value
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
PFP Section Benefits for Prospective Members - Overview
PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
Published on November 06, 2013
Disaster Recovery A Guide to Financial Issues Fact Sheet
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
Additional Legislative/Regulatory Topics
Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
Published on February 03, 2014