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    PFP & CPA/PFS Learning Opportunities

    Overview Education related opportunities to develop professionally and be prepared for the PFS exam.
    Published on May 15, 2014

    PFP Tax News

    News The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
    Published on August 18, 2014

    PFS Body of Knowledge

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

    Illustrative Engagement Letter

    Sample Letter A sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
    Published on April 03, 2012

    Structure and Implementation

    Guide This section summarizes structure and other considerations in implementing an investment services business.
    Published on April 09, 2010

    CPA/PFS Profile Amy Sonstein

    Article A CPA/PFS Profile on Amy Sonstein
    Published on April 11, 2014

    Moving from Tax Preparer to Financial Planner

    Webcast These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance
    Published on July 21, 2014

    AICPA Economic Benefits of Personal Financial Planning Survey

    Survey AICPA Personal Financial Survey
    Published on August 06, 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

    The Basics of Providing Investment Advice

    Guide Learn the basics of providing investment advice, including the the definition of Investment Adviser and SEC and state registration requirements.
    Published on February 05, 2013

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