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    Objectives of the CPA/PFS Program

    Overview The CPA/PFS program has clear objectives to further for promotion of the CPA financial planner as the planner of choice and development of resources to support the CPA/PFS credential holder
    Published on September 11, 2012

    Client Objectives Worksheet

    Template Use the Client Objectives worksheet to help your client identify their objectives for the financial plan. Download the worksheet here
    Published on November 16, 2010

    Personal Financial Specialist Credential Committee

    Objectives or Roster Learn about the Personal Financial Specialist (PFS) Credential Committee objectives and members
    Published on April 07, 2014

    Client Objectives Worksheet

    Template Use the Client Objectives worksheet to help your client identify their objectives for the financial plan. Download the worksheet here
    Published on March 24, 2011

    Assumptions and Objectives

    Template Download the questionnaire designed to aid you in defining your financial and investment objectives. Clients can rate financial and investment objectives so you know how best to serve them
    Published on March 24, 2011

    PFP Assumptions and Objectives Questionnaire

    Template Download the questionnaire designed to aid you in defining your financial and investment objectives. Clients can rate financial and investment objectives so you know how best to serve them
    Published on March 24, 2011

    Personal Financial Planning Committees and Task Forces

    Overview This page lists PFP-related committees and committee objectives
    Published on April 18, 2010

    PFP/PFS Elevator Speech

    Overview 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 Comprehensive Client Questionnaire

    Template Use this comprehensive questionnaire to record client's financial situation, goals, and objectives to use in the development of the personal financial plan
    Published on March 24, 2011

    Best Practices for CPA Financial Planners When Using Social Media

    Webcast Social media tools such as blogs, Facebook, Twitter and LinkedIn can help you gain referrals, acquire clients and connect in new ways with existing clients. Learn more in this web seminar with Michelle Golden, Michael Goodman, and Scott Brown.
    Published on August 17, 2011

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