PFP & CPA/PFS Learning Opportunities
Education related opportunities to develop professionally and be prepared for the PFS exam.
Published on December 08, 2014
PFP Tax 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 February 25, 2015
PFS Body of Knowledge
Summary of the PFS Body of Knowledge.
Published on April 23, 2014
Advanced PFP Series Planning for Large IRAs
Bob Keebler discusses advanced strategies for planning around large IRAs.
Published on September 02, 2014
Illustrative Engagement 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 September 16, 2014
CPA/PFS Profile Amy Sonstein
A CPA/PFS Profile on Amy Sonstein
Published on January 07, 2015
Moving from Tax Preparer to Financial Planner
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 March 01, 2015
CPA/PFS Perspectives on Retirement Planning The Next Phase of Life
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 CPAs Guide to Financial and Estate Planning
Steve Siegel ties in the latest PFP Section benefit, The CPA’s Guide to Financial & Estate Planning, with essential estate planning considerations to discuss with your clients during 2014.
Published on January 05, 2015
PFP Emerging Professionals Outreach Toolkit
These resources will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs.
Published on September 12, 2014