Year-End Insurance Planning
Webcast:
Make the most of your year-end planning meetings with clients by ensuring their planning and related insurance policies are in order. Join Lee Slavutin as he shares the key considerations to address with your clients now
Published on January 28, 2011
Reenergize and Renew Your Relationships with High-Impact Client Review Meetings
Webcast:
This information-packed and practical session presents Ed Jacobson’s framework of High-Impact Client Review Meetings©, which includes four specific meeting phases (Kickoff; Qualitative; Quantitative; and Wrap-up) and unique purposes, steps, and tools for each phase. Ed describes each phase in detail, so that...
Published on January 28, 2011
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
Portfolio Management and Accounting Software
Article:
Portfolio management and performance reporting systems play a major role in most PFP practices; many would argue that they play too large a role. Why? Because PFP is a long-term, ongoing process that has little if any relationship to short term investment performance. Although most knowledgeable PFPs constantly preach this
Published on January 29, 2010
Portfolio Management and Accounting Software
Article:
Portfolio management and performance reporting systems play a major role in most PFP practices; many would argue that they play too large a role. Why? Because PFP is a long-term, ongoing process that has little if any relationship to short term investment performance.
Published on April 26, 2011
PFP Networking Groups
Overview:
PFP section membership gives CPA financial planners and most trusted advisers the opportunity to network with the best and brightest. Learn and share best practices for technical strategies and practice management topics.
Published on April 30, 2013
Portfolio Management and Accounting Software
Article:
Portfolio management and performance reporting systems play a major role in most PFP practices; many would argue that they play too large a role. Why? Because PFP is a long-term, ongoing process that has little if any relationship to short term investment performance. Although most knowledgeable PFPs constantly preach this
Published on April 19, 2011
Illustrative Engagement Letter Long Form
Sample Letter:
A detailed 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
Resolution Regarding the Report of the Special Committee on Accreditation of Specialization
Meeting Minutes:
The Strategic Planning Committee identified the development of an improved means for formally identifying, recognizing, advocating, and supporting new areas of specialization that warrant an accreditation program as a strategic initiative.
Published on April 18, 2010
Why Investment Advisory Services
FAQ:
These questions and answers will help you understand your opportunities to provide investment advisory services.
Published on August 26, 2010
Its Never Too Early (or Too Late) to Specialize Is a Career in Financial Planning right for you
Article:
Good with numbers? Enjoy interacting with people? Like to have a positive impact on others? Want to own your own business and gain financial independence? A career as a CPA financial planner or Personal Financial Specialist may be right for you!
Published on September 14, 2010
Investment Committee Effectiveness Backgrounder
FAQ:
An effective Investment Oversight Committee is the foundation upon which a dependable 401(k) program is built in your organization. Its main purpose is to ensure your plan remains competitive while continually offering a solid array of fund options.
Published on May 11, 2010
Practice Management Webinars
Webcast:
Our web seminars give PFP Section Members the opportunity to learn about timely issues on practice management as well as interact with their fellow peers.
Published on June 11, 2013
Marketing and Managing a Personal Financial Planning Practice
Article:
Marketing is the communication of your message to people you want to do business with. Learn more about how to market Personal Financial Planning services, how to select a target market, how to develop a marketing mix, and how to implement the marketing plan.
Published on May 11, 2010
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 May 17, 2013