Resources focused on helping practitioners develop or expand their knowledge in personal financial planning.
- Forefield Advisor — This enables financial professionals to deliver personalized, current, and concise advice to clients. You will receive full access to their tools and receive discounts on their other newslettersand seminars.
- Planning After ATRA and the Net Investment Income Tax Toolkit — This resource will help you provide guidance, planning, and tax expertise related to The American Taxpayer Relief Act of 2012 (ATRA) and Net Investment Income Tax (NIIT).
- CPA Practice Guide Series on topics such as Financial and Estate Planning, Practical Retirement Planning, Social Security, Investment Advisory Services, Technology in a PFP Practice, and Developing and Managing a PFP Practice.
- Plus, many more technical resources such as archived webcasts and podcasts, comprehensive guidance, checklists, tables, calculators, articles, and practice guides are at your disposal.
CPE & Professional Development
Webcasts, podcasts, conferences and other education opportunities are held throughout the year with industry experts on a variety of intermediate and advanced PFP topics, in both technical areas and practice management. We also hold periodic current topic webcasts directed to consumers. Members may invite their clients to these webcasts or host them at their offices for group webcasts on these topics.