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    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 September 16, 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 September 16, 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 September 16, 2014

    The Technological Components of a Successful PFP Practice

    Overview Because personal financial planning firms vary greatly in size and in their business approach, it is important to understand that there is no "one size fits all" technology solution.
    Published on September 16, 2014

    PFP Practice Guides

    Overview These useful guides present non-authoritative guidance on various PFP technical and practice management topics.
    Published on September 16, 2014

    Upcoming Personal Financial Planning Conferences

    Conference View the schedule of upcoming PFP conferences
    Published on September 16, 2014

    CPA/PFS Perspectives on Using Technology in a PFP Practice

    Article Direct from a recent CPA/PFS webcast, get an earful on the hottest technologies for CPA financial planners and their practices.
    Published on September 16, 2014

    PFP Section Benefits for Prospective Members - Overview

    Overview PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
    Published on September 16, 2014

    Regulatory

    Overview Welcome to the Regulatory section of the PFP Practice Center. As a personal financial planner, you face a confusing array of compliance guidelines. Here you will find valuable information on: Determining when you cross
    Published on September 16, 2014

    Tax Section Newsletter

    Article The Tax Section e-newsletter, Insert Title Here, Include brief summary of publication here - desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum. Watch for it in your inbox. 
    Published on September 16, 2014

    Illustrative Transmittal Letter

    Sample Letter Once you have completed your financial plan, it is important to clearly communicate your recommendations to the client to avoid confusion or mistakes. Use this illustrative transmittal letter to help you get organized.
    Published on September 16, 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 16, 2014

    Illustrative Engagement Letter

    Sample Letter A sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
    Published on September 16, 2014

    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 16, 2014

    Illustrative Engagement Letter - Short Version

    Sample Letter A short-form version sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
    Published on September 16, 2014

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