Search Results

    Page  1 2 3
    Showing results 1 - 10 of 23
    Order by:


    Gearing Up - Training Staff

    Media Outreach This section of the toolkit, "Gearing Up", is designed to provide you with a basic understanding of how to prepare and handle media interviews of all types. This section provides tips on how to train support staff to handle a call from a reporter.
    Published on May 07, 2010

    CPA/PFS Media Advocates Application

    Application Application for CPA/PFSs to become a part of the CPA/PFS Media Advocates to be involved with media training and interview opportunities
    Published on August 07, 2012

    Gearing Up - Introduction

    Media Outreach ...of how to prepare and handle media interviews of all types. Although we attempted to make this section comprehensive, it is not a substitute for an in-depth media training experience
    Published on May 07, 2010

    Fox Financial Planning Network Program Details

    Tools Learn how to provide CPAs in all business models and firm sizes with the step by step processes they need to effectively develop their PFP businesses via a holistic approach.
    Published on May 03, 2013

    Elder Planning Task Force

    Objectives or Roster Learn about the Elder Planning Task Force's objective and members.
    Published on April 07, 2014

    Tips for Developing a Technology Plan

    Overview Learn how to develop a technology plan.
    Published on May 21, 2014

    How to Systematize the Delivery of Financial Planning or Wealth Management Services

    Webcast This session will provide you with actionable, to-the-point ideas on how to systematize the delivery of your planning services.
    Published on September 09, 2012

    Learn More About the CPA/PFS Credential

    Overview Learn More About the CPA/PFS Credential.
    Published on April 29, 2014

    Fox Financial Planning Network for CPAs

    Overview A new program designed for the CPA practitioner to help you systematize and organize the planning process, administration and delivery of your financial planning or wealth management services.
    Published on August 15, 2014

    The CPA Personal Financial Specialist (PFS) Credential

    Overview Learn about the Personal Financial Specialist (PFS) Credential.
    Published on August 05, 2014

    Page  1 2 3
    Showing results 1 – 10 of 23
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.