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    PFP Member Advantages by Membership Type

    Overview Complete listing of member benefits for PFP and PFS.
    Published on August 08, 2014

    Trust Situs for Dynasty Trusts & DAPTs

    Webcast This webcast discusses the use of dynasty trusts and domestic asset protection trusts (DAPTs) and the importance of jurisdiction selection.
    Published on November 25, 2013

    Office Productivity Tools - PDAs and Smartphones

    Overview Learn the benefits and draw-backs of using PDAs and Smartphones when it comes to managing your practice.
    Published on January 15, 2013

    Illustrative Letter for a Limited Service Engagement

    Sample Letter A sample PFP engagement letter you can use when providing only a limited service engagement. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
    Published on September 20, 2010

    The Economics of Life Insurance

    Webcast In this webcast, Amy Sonstein discusses what CPA financial planners need to know about insurance planning.
    Published on September 30, 2013

    Prudent Diversification Practices for Investment Fiduciaries

    Webcast The objectives for this course are for the participants to gain a working understanding of prudent diversification practices.
    Published on July 02, 2014

    Illustrative Engagement Letter for an Investment Advisory Agreement

    Sample Letter The following agreement is for investment advisers who manage money on a discretionary basis. However, the agreement can readily be tailored to other forms of advisory relationships whereby the adviser plays some role in managing the investments and portfolio of his or her client.
    Published on September 23, 2010

    A Holistic View of Permanent Protection

    Article Learn why life insurance is part of a complete estate planning engagement.
    Published on March 25, 2014

    General Office Productivity Tools - Computers

    Overview General office productivity tools are those technology tools common in any knowledgeable worker's environment today. This category can further be divided into hardware and software tools.
    Published on January 15, 2013

    AICPA PFS Exam Sponsorship Program

    Overview The AICPA PFP Section is offering sponsorships to help with the costs associated with the candidates taking both the PFS Exam Review Course and the PFS Exam.
    Published on July 27, 2014

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