PFP Member Advantages by Membership Type
Complete listing of member benefits for PFP and PFS.
Published on November 21, 2014
Trust Situs for Dynasty Trusts & DAPTs
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
The Economics of Life Insurance
In this webcast, Amy Sonstein discusses what CPA financial planners need to know about insurance planning.
Published on September 30, 2013
Illustrative Letter for a Limited Service Engagement
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 16, 2014
AICPA PFS Exam Sponsorship Program
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 October 23, 2014
Fox Financial Planning Network Program Details
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
Steps the Public Can Take Before Disaster Strikes
Read about the six key steps people can take to prepare for the financial impact of a disaster. This information can be valuable when speaking to your clients, addressing civic groups, or being interviewed by the media.
Published on August 14, 2014
A Holistic View of Permanent Protection
Learn why life insurance is part of a complete estate planning engagement.
Published on March 25, 2014
Financial Services Reform
Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on July 23, 2014
Additional Legislative/Regulatory Topics
Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
Published on August 28, 2014