Search Results

    Page  1
    Showing results 1 - 6 of 6
    Order by:


    PFP Emerging Professionals Outreach Toolkit

    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 August 28, 2013

    Young & Emerging CPA Financial Planners

    Overview Learn why a career as a CPA financial planner or Personal Financial Specialist may be right for you!
    Published on September 20, 2013

    PFP Practice Center

    Overview ...The AICPA’s PFP membership section brings you resources to start or grow your business to cover your clients' personal financial planning needs that are greater than ever before. Has your firm struggled with how...
    Published on January 10, 2014

    CPA/PFS Profile Susan Bruno

    Member Profile This profile of Susan Bruno focuses on her practice and how she educates women of all ages about finance and estate planning.
    Published on April 11, 2014

    CPA/PFS Profile Dan Thomas

    Article 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

    2013 Year in Review

    Overview A look back at the various milestones, as well as member benefits released or revised in 2013.
    Published on February 03, 2014

    Page  1
    Showing results 1 – 6 of 6
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.