Search Results

    Page  1 2
    Showing results 1 - 10 of 11
    Order by:


    Personal Financial Planning & CPA/PFS Webcasts

    Webcast Our webcasts give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers.
    Published on April 14, 2014

    PFP Power Hour - 8/30/2012

    Audio This edition of PFP Power Hour featuring thoughts from AICPA's Director of Legislative Affairs on the expiration of tax cuts, estate tax exemption, investment adviser oversight and more
    Published on September 05, 2012

    PFP Webcast Library

    Webcast The PFP webcast library provides seminar recordings and presentation materials and is a member benefit.
    Published on April 15, 2014

    Health Care Reform

    News Stay up to date on legislative and regulatory issues relating to health care reform.
    Published on February 03, 2014

    Elder Planning Glossary

    Glossary Elder Planning services are a unique and customizable package of professional services intended to help older adults maintain their desired lifestyle and financial independence. View a glossary of terms related to Elder Planning services.
    Published on January 15, 2013

    Statement on Standards in Personal Financial Planning Services

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services.
    Published on April 14, 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

    PFP Division 2012 Year in Review

    Overview Here’s a look back at the various milestones, as well as member benefits released or revised in 2012.
    Published on November 05, 2013

    PFP & CPA/PFS Education Opportunities

    Overview Education related opportunities to develop professionally and be prepared for the PFS exam.
    Published on April 14, 2014

    PFP Power Hour How to Use Forefield Advisor in Your PFP Practice - Handout

    Presentation A demonstration of Forefield Advisor, a client education and communication tool written by CPAs and attorneys with more than 3,000 resources coving personal financial planning, including estate, tax, retirement, investment and risk management planning
    Published on November 25, 2013

    Page  1 2
    Showing results 1 – 10 of 11
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.