PFP/PFS Elevator Speech
This document outlines the mission statements, goals and objectives, initiatives, requirements, and benefits of PFP Section membership and the PFS credential for use by PFP/PFS champions and committee members
Published on February 14, 2012
Personal Financial Planning Executive Committee
Objectives or Roster:
Learn about the Financial Planning Executive Committee's objective and members.
Published on February 10, 2014
About Us - AICPA PFP
The AICPA's Personal Financial Planning ( PFP) division enjoys renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential.
Published on September 20, 2013
Fiduciary Responsibility Message Points for Pension Plans of Nonprofits
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 members understand their investment-related fiduciary responsibilities.
Published on March 03, 2010
Q & A with Joel Framson on the Fiduciary Handbook
Review a discussion with Joel Framson regarding the overall benefits of the Fiduciary Handbook and its significance to CPA financial planners and Personal Financial Specialists.
Published on August 07, 2013
Financial Services Reform
Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on February 27, 2014
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