By Document Type
FAQs for Prospective CPA/PFS Credential Holders (Applicants)
Frequently asked questions for CPA/PFS applicants.
Published on February 19, 2015
Personal Financial Satisfaction Index (PFSi)
The Personal Financial Satisfaction Index (PFSI) is quarterly index of propriety and public factors that together give an objective look at the financial pleasure or pain of the average American.
Published on April 16, 2015
Tax Season Resources
Obtain access to Personal Financial Planning Section resources that relate to tax planning.
Published on March 03, 2015
Inside Information Archives - 2014
2014 Issues of Inside Information.
Published on January 16, 2015
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 03, 2015