Fiduciary Rule Resources
Resources that explores the many effects of the U.S. Department of Labor’s Fiduciary Rule on advisors and consumers.
Estate Basis Consistency
Information and resources to learn about the regulations, requirements for filing the forms and other accounting and legal issues you need to know to comply with the Code.
Free PFS Exam Promotion
Register for the PFS Exam Review Course or any complete PFP Boot Camp and add the PFS exam to your shopping cart for free!
The CPA’s Guide to Practical Retirement Planning provides a comprehensive look the “science” of retirement planning (what the CPA needs to know), and then the “art” (communicating this knowledge to clients in various stages of life).
PFP/PFS members receive 4 complimentary CPE-accredited PFP Section-sponsored webcasts on an annual basis. Visit the PFP webcast calendar to view these events and how to redeem your complimentary credits. Note that recordings and presentations materials from all PFP Section-sponsored webcasts are posted to our learning library after the live event. Viewing these archived recordings does not qualify for CPE.
Our PFP learning library brings all events together in one place for you to learn from the convenience of your home or office. As a PFP Section member benefit, you have unlimited access to all of the webcast, podcast, video recordings and presentation materials. You can see all our events by browsing by topic or series.