AICPA Personal Finance Report Card
Checklist:
The following report card represents a starting point that can be used to summarize a client’s financial situation. This report card was developed as an interview tool with new clients and as a way of periodically reviewing client progress: not only does it help identify the important issues, but it
Published on May 17, 2013
PFP Division 2011 Year in Review
Article:
With the uncertainty and change that ushered in 2011, the AICPA PFP Division has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review.
Published on April 25, 2013
General Office Productivity Tools - Office Suite
Overview:
The MS Office suite of software extends beyond word processor and spreadsheet programs. Learn the most important factors when considering the purchase of office productivity software.
Published on October 05, 2012
CPA PFS Credential Frequently Asked Questions FAQ
FAQ:
Frequently asked questions about the Personal Financial Specialist credential including: Do I have to be a CPA and a member of the AICPA to apply? What is required to maintain the PFS Credential? Find answers to these and other common questions about the PFS credential.
Published on April 02, 2013
Personal Finance
Overview:
Issues relating to personal finance are on everyone's mind. People are concerned with budgeting their money and knowing if they have adequate cash reserves. This section will help you deal with these issues and others that may impact clients' financial future.
Published on June 22, 2012
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 May 17, 2013
Reenergize and Renew Your Relationships with High-Impact Client Review Meetings
Webcast:
This information-packed and practical session presents Ed Jacobson’s framework of High-Impact Client Review Meetings©, which includes four specific meeting phases (Kickoff; Qualitative; Quantitative; and Wrap-up) and unique purposes, steps, and tools for each phase. Ed describes each phase in detail, so that you can apply the framework in your very
Published on January 28, 2011