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    Introduction to Investment Planning

    Article Investment Planning is the process of identifying and implementing effective investment strategies to create and accumulate the financial resources for achieving financial planning goals. One of the key building blocks for a successful investment advisory practice is a strong custodial relationship.
    Published on March 24, 2011

    Guide to Delivery of Personal Financial Planning (PFP) Services

    Guide A reference for day to day issues faced in delivering PFP services. Includes engagement processes, fee arrangements, software, engagement letters, reporting recommendations, and professional liability insurance
    Published on December 28, 2009

    Practice Management

    Overview Practice Management will help practitioners better understand and deal with the day-to-day issues they face in delivering personal financial planning (PFP) services. Practice management topics include compensation and fee arrangements, staffing engagement letters, and reporting recommendations.
    Published on May 11, 2010

    Fiduciary Responsibility Fact Sheet

    Overview A fiduciary's duty is to act in the interest of the plan's participants and beneficiaries to provide benefits. With respect to qualified plan assets, a fiduciary must act prudently, diversify the investments of the plan's assets, and act in a manner consistent with the plan's documents.
    Published on March 03, 2010

    PFP & CPA/PFS Learning Opportunities

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

    Budgeting and Saving

    Article Establishing financial independence can be an exciting journey filled with new experiences or a confusing trip filled with frustration. Find tips to assist you with your first steps on the journey to financial independence.
    Published on August 26, 2010

    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 July 15, 2014

    The CPAs Role in Insurance and Risk Management Planning

    Article ...from personal financial goals and structuring a plan of action to ensure that the risks are adequately protected against. The specific role CPAs play in providing risk management and insurance planning services will depend on level of expertise and
    Published on March 29, 2011

    Estate Planning Protecting Your Family, Providing for Your Wishes

    Article Estate planning involves the development of strategies for protecting your assets, distributing them according to your wishes, and otherwise providing for your family. A carefully developed estate plan can help make the transition to a life without you easier for your family.
    Published on September 30, 2010

    Introduction to Insurance and Risk Management

    Article Insurance and Risk Management Planning is the process of identifying the source and extent of an individual's risk of financial, physical, and personal loss, and developing strategies to manage...
    Published on January 03, 2011

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