Current PFP News
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
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
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
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
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
Learn about the Elder Planning Task Force's objective and members.
Published on April 07, 2014
2015 Months in Review
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
Learn about the Personal Financial Specialist (PFS) Credential.
Published on January 30, 2015
Young and Emerging Financial Planners Frequently Asked Questions
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
Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
Published on March 19, 2015