PFP Tax 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 April 07, 2014
Benefits of Becoming a CPA/PFS
The PFS credential provides both tangible and intangible benefits for CPA financial planners.
Published on June 26, 2012
Access information and resources related to getting a divorce.
Published on January 15, 2013
Financial Planning Software
If you currently offer personal financial planning services, or if you will be doing so in the future, it is essential that you practice your craft with the aid of one or more professional financial planning programs developed by a reputable commercial software vendor
Published on April 27, 2011
The CPAs Role in Restoring Investor Confidence
There have been many well-intended attempts to restore investor confidence. However, one could categorize these attempts to be analogous to putting a band aid on a wound that is in need of a tourniquet. More needs to be done, and there is critical role that the CPA can play
Published on March 29, 2011
Moving from Tax Preparer to Financial Planner
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 April 01, 2014
PFP Section Benefits for Prospective Members - Overview
PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
Published on November 06, 2013
Statement on Standards in Personal Financial Planning Services
Information on the Statement on Standards in Personal Financial Planning Services.
Published on April 16, 2014
Fox Financial Planning Network Program Details
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
Frequently asked questions for CPA/PFS applicants.
Published on April 17, 2014