PFP Emerging Professionals Outreach Toolkit
These resources will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs.
Published on September 12, 2014
Young & Emerging CPA Financial Planners
Learn why a career as a CPA financial planner or Personal Financial Specialist may be right for you!
Published on September 16, 2014
2015 Months in Review
Recap of PFP milestones and resources released or revised in the current month.
Published on April 20, 2015
PFP Practice Center
Resources to start or grow your business to cover your clients' personal financial planning needs.
Published on April 13, 2015
CPA/PFS Profile Dan Thomas
As chair of the AICPA’s PFS Credential Committee, Dan sat down with Planner to talk about how the CPA/PFS helps influence the CPA financial planner’s work and several other topics.
Published on April 11, 2014
CPA/PFS Profile Susan Bruno
This profile of Susan Bruno focuses on her practice and how she educates women of all ages about finance and estate planning.
Published on June 23, 2014
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