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 November 13, 2012
About Us - AICPA PFP
The AICPA's Personal Financial Planning ( PFP) division enjoys its 20th anniversary with renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential. Learn More
Published on July 11, 2012
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
Financial Services Reform
Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on April 30, 2013
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 July 06, 2011
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