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    Current PFP News

    Newsletter Happy April 15th! News and Resources You May Have Missed During Busy Season | Leg/Reg Update: DOL Proposed Fiduciary Rule Released  | Bob Veres Media Reviews: Paying for Tuition Trumps Retirement Savings
    Published on April 16, 2015

    Money Doctor Program Information and Application

    Application The Money Doctor program, staffed by volunteer CPA/PFS, is a 360 Degrees of Financial Literacy public service program to answer the public's general financial planning questions and promote financial literacy
    Published on March 22, 2013

    CPA/PFS Profile Jerry Nightingale

    Article Meet Jerry Nightingale and learn more about his practice methodology, investment philosophy, volunteer work and leadership positions, and what makes him tick
    Published on June 04, 2014

    Q&A With Meloni Hallock A CPAs Thoughts Regarding the Role CPAs Play Once Disaster Strikes

    FAQ Meloni Hallock discusses the benefits of the American Red Cross publication Disaster Recovery: A Guide to Financial Issues.
    Published on August 14, 2014

    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 September 12, 2014

    Elder Planning Task Force

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

    2015 Months in Review

    Overview Recap of PFP milestones and resources released or revised in the current month.
    Published on April 06, 2015

    The CPA Personal Financial Specialist (PFS) Credential

    Overview Learn about the Personal Financial Specialist (PFS) Credential.
    Published on January 30, 2015

    Young and Emerging Financial Planners Frequently Asked Questions

    FAQ A career as a CPA financial planner or Personal Financial Specialist may be right for you!  Here, you will find answers to some commonly asked questions about this unique career!
    Published on September 16, 2014

    Additional Legislative/Regulatory Topics

    News Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
    Published on March 19, 2015

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