PFP Practice Center 

    The AICPA’s PFP membership section brings you resources to start or grow your business to cover your clients' personal financial planning needs, that are greater than ever before. 

    • Has your firm struggled with how to efficiently add or expand into personal financial planning or wealth management services? 
    • Are you concerned that you will lose some of your clients to a firm who is offering traditional CPA services and personal financial planning? 
    • Is it difficult to answer your clients’ questions efficiently in this area? 
    • Do your partners not understand the value that adding these services can bring to your business?  

    If any of the above questions resonate with you, the PFP Practice Center can help. Below is an overview of the main components that are addressed within the practice center. 

     

     

    For your practice 

    Professional Responsibilities: a valuable framework of standards and guidance in providing financial planning services, including the AICPA Code of Professional Conduct and Statement on Standards in PFP Services. 

    Practice Management: an array of resources on the challenges of and solutions to managing a PFP practice, including the results of the AICPA-Moss Adams CPA Financial Planner Study

    Regulatory: navigate the minefield of federal and state registration, compliance guidelines and other regulatory issues

    Technology: navigate the array of technology choices to run an efficient PFP practice, including hardware, CRM software and financial planning software

    Fox Financial Planning Network:  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.

    For you, the practitioner 

    Education: find all the resources you need for CPE and staying abreast the current PFP landscape, including web events, conferences, publications and recommended readings

    Forefield Advisor: an education and client communication tool written by CPAs and attorneys in order to deliver clear, concise presentations, illustrations and articles to your clients

    Networking Groups: share and gain knowledge and best practices with the best and brightest of your CPA financial planning peers

    PFS Credential: a credential granted by the AICPA for CPA financial planners with extensive tax expertise and comprehensive knowledge of financial planning

    Young/Emerging CPA Financial Planners: resources and community for students, educators, young and emerging professionals

    Open Hide documents in this section

    Page  1 2 3 4 5 >> 
    Showing results 1 - 15 of 128
    Order by:


    Be in Demand Becoming a CPA Financial Planner

    Article Young CPA's are entering the market looking for objective advice, guidance and direction. This article outlines how to position themselves to be in demand in a changing environment.
    Published on July 23, 2014

    Young & Emerging CPA Financial Planners

    Overview Learn why a career as a CPA financial planner or Personal Financial Specialist may be right for you!
    Published on July 23, 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 July 21, 2014

    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 July 21, 2014

    Fiduciary Standard of Care

    Overview Learn about the elements needed to be deemed a fiduciary.
    Published on July 16, 2014

    Other Regulatory Resources

    Link In addition to the information in the PFP Practice Center on registration and compliance issues for financial advisers, consider these other useful resources.
    Published on July 16, 2014

    PFS Credential

    Article The AICPA has established a credential for CPAs who specialize in personal financial planning (PFP). The Personal Financial Specialist (PFS) credential is granted solely to CPAs with considerable PFP education and experience who want to demonstrate their
    Published on July 15, 2014

    Message Points For Students and Emerging CPA Financial Planner Outreach

    Template This document contains message points for a presentation to a group of future CPAs.
    Published on July 14, 2014

    Message Points For Initiating Contact

    Sample Letter Use these message points when communicating with professors, student officers of accounting organizations, and students.
    Published on July 14, 2014

    Sample Language for Initiating Contact with the Students and the Young & Emerging CPA Financial Planner Audience

    Sample Letter Customize this sample language when initiating contact with professors, student officers of accounting organizations, and students.
    Published on July 14, 2014

    PFP Emerging Professionals Outreach Toolkit - CPA Financial Planner Brochure

    Brochure This brochure can be printed and used as a handout for the audience to initiate communication with universities and state societies.
    Published on July 14, 2014

    PFP Practice Center

    Overview Resources to start or grow your business to cover your clients' personal financial planning needs.
    Published on June 23, 2014

    Its Never Too Early (or Too Late) to Specialize Is a Career in Financial Planning right for you

    Article A career as a CPA financial planner or Personal Financial Specialist may be right for you!
    Published on June 23, 2014

    The CPAs Guide to Technology in a PFP Practice, Part I

    Guide Part 1 of the CPA’s Guide to Technology covers the technological components of a successful PFP practice, CRM applications, portfolio management and accounting software, and financial planning software.
    Published on June 20, 2014

    CPAs Guide to Technology in a PFP Practice

    Guide A look at the essential technology components of the efficient personal financial planning firm
    Published on June 20, 2014

    Page  1 2 3 4 5 >> 
    Showing results 1 – 15 of 128
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.