PFS Program Overview Flyer
A 2 page PDF summary of the current year's PFS requirements and programs
Published on April 05, 2013
How to Stamp Your Marketing Materials with Your Logo Using Adobe Acrobat
This guide will show you how to customize a PDF with your business logo
Published on August 04, 2011
Published on May 27, 2010
Financial Decisions Guide - Elder Planning
Whether you are currently dealing with the loss of a loved one, or making decisions about an aging parent, or simply want to proactively be ready for the future, this guide will help identify many of the issues, decisions and programs of which the public should be aware.
Published on May 16, 2013
Rebirth of Roth
The Rebirth of Roth isa 200+page comprehensive guide designed to help the CPA financial planner stay up to date in today’s changed legal and economic environments well as current rules and regulations, critical topics, and how to implement Roth conversions and recharacterizations into your planning.
Published on January 15, 2013
How Do I Become a Registered Investment Advisor
Once you have decided to enter the business of investment advising, contact your state securities commission and ask for an investment advisor registration packet. Determine if an examination is required. Most states require you to take the Series 65 exam.
Published on October 21, 2011
Disaster Preparedness Financial Issues
Disaster strikes and life suddenly changes. Routines can be shattered, jobs disrupted, properties destroyed, and loved ones lost. What do you next? This section will help.
Published on April 02, 2013
Personal Financial Specialist Application
The PFS application is used to collect information about a candidate's business experience, lifelong learning, and exam history. This information is used to determine whether the candidate has met the point requirements of the PFS multiple entry point system.
Published on June 14, 2010
An Introduction to Forefield Newsletters
Forefield Newsletters is a full-featured, monthly financial planning newsletter service offered to financial professionals to create customized, FINRA-reviewed and fully branded newsletters for clients.
Published on September 15, 2010
Forefield Advisor™ (Forefield) is a client education and communication tool that enables advisors to deliver current, concise and compliant resources to their clients.
Published on November 27, 2012
Resources for CPAs on retirement healthcare including a CPA guide and links to other resources
Published on November 30, 2012
Office Productivity Tools - Printers, Copiers, Scanners and Fax Machines
Learn about the specific types of office machines that will improve the efficiency of your practice's back-office operations.
Published on December 14, 2012
PFP State Resource Sharing
State societies are welcome to link to these valuable resources on the PFP Division’s Web site.
Published on February 04, 2013
Learn about the PFS Exam.
Published on March 12, 2013
PFP Division 2012 Year in Review
With unprecedented uncertainty in 2012 coupled with the unique opportunity for CPA financial planners to affirm their value by proactively planning for their clients, the AICPA PFP Division has sought to provide the latest information, tools
Published on May 14, 2013