2014 Months in Review
A look back at the various milestones, as well as member benefits released during each month of the current year.
Published on July 16, 2014
Personal Financial Planning Consumer Content
Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area.
Published on May 20, 2014
Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information
Because personal financial plans can include a variety of historical or prospective financial information, the illustrative engagement letters do not describe such information. Read more about illustrative engagement letter descriptions of certain historical and prospective financial information.
Published on August 22, 2011
Illustrative Engagement 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
Bob Veres E-Columns
In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.
Published on July 23, 2014
Investment Committee Effectiveness Backgrounder
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
PFP Division 2012 Year in Review
Here’s a look back at the various milestones, as well as member benefits released or revised in 2012.
Published on November 05, 2013
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 July 21, 2014
2013 Year in Review
A look back at the various milestones, as well as member benefits released or revised in 2013.
Published on July 15, 2014
Introduction to Investment Planning
Investment Planning is the process of identifying and implementing effective investment strategies to create and accumulate the financial resources for achieving financial planning goals. One of the key building blocks for a successful investment advisory practice is a strong custodial relationship.
Published on March 24, 2011