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    PFP Tax News

    News The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
    Published on November 24, 2014

    Learn More About the CPA/PFS Credential

    Overview Learn More About the CPA/PFS Credential.
    Published on November 20, 2014

    Moving from Tax Preparer to Financial Planner

    Webcast These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance.
    Published on November 24, 2014

    Statement on Standards in Personal Financial Planning Services

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services.
    Published on September 17, 2014

    PFP Section Benefits for Prospective Members - Overview

    Overview PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
    Published on September 16, 2014

    Fox Financial Planning Network Program Details

    Tools Learn how to provide CPAs in all business models and firm sizes with the step by step processes they need to effectively develop their PFP businesses via a holistic approach.
    Published on May 03, 2013

    FAQs for Prospective CPA/PFS Credential Holders

    FAQ Frequently asked questions for CPA/PFS applicants.
    Published on October 29, 2014

    PFP & CPA/PFS Learning Opportunities

    Overview Education related opportunities to develop professionally and be prepared for the PFS exam.
    Published on October 13, 2014

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