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    MoneyGuidePro Financial Planning Software Discount for AICPA Members

    Tools AICPA members receive $200 off MoneyGuidePro Financial Planning Software
    Published on June 27, 2013

    PFP Member Advantages by Membership Type

    Overview Complete listing of member benefits for PFP and PFS
    Published on February 05, 2014

    PFP Member Benefits Flyer

    Overview Complete listing of member benefits for PFP and PFS
    Published on September 13, 2012

    PFP Member Discounts

    Product ...One of the valuable benefits of being a member of the PFP Section is the discounts that you receive on a variety of AICPA and third-party products and services. Click on any one of these for more...
    Published on September 20, 2013

    eMoney Advisor

    Tools ...a full view of a client’s financial picture and functions to enable more complete planning and better client service. Learn about eMoney Advisor products and the PFP Section member discount
    Published on February 28, 2012

    PFP Section Member Benefits

    Overview Quick Links to all PFP Section Member Benefits
    Published on April 26, 2011

    Fiduciary Responsibility Message Points for Pension Plans of Nonprofits

    Media Outreach A nonprofit board member that has the responsibility to invest money acts as a fiduciary. As a fiduciary, board members are required to know the law. View a checklist to help nonprofit board...
    Published on March 03, 2010

    PFP Networking Group member application

    Application Submit your application to join a PFP Networking Group
    Published on March 05, 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

    Find a CPA/PFS Near You

    Overview The individuals included on this site are members of the AICPA who are entitled to use the Personal Financial Specialist (PFS) designation. A CPA is granted this designation only after demonstrating experience in personal financial planning services...
    Published on June 28, 2011

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