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 November 13, 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 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
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
Illustrative Engagement Letter
Sample Letter:
A sample 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
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
Illustrative Letter for a Limited Service Engagement
Sample Letter:
A sample PFP engagement letter you can use when providing only a limited service engagement. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on September 20, 2010
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
Illustrative Engagement Letter - Short Version
Sample Letter:
A short-form version sample 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