2013 Series Take Charge Your Money. Your Life
This 2013 web seminar series is presented jointly by 360 Degrees of Financial Literacy and the PFP Division as a way to educate consumers about personal financial planning
Published on November 01, 2013
2014 Series Take Charge Your Money. Your Life.
A free webcast series brought to you by 360 Degrees of Financial Literacy and AICPA’s PFP Section From America’s CPA Financial Planners
Published on February 04, 2014
2012 Series Take Charge Your Money. Your Life
This web seminar series is presented jointly by 360 Degrees of Financial Literacy and the PFP Division as a way to educate consumers about personal financial planning
Published on January 03, 2013
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
Estate and Financial Planning for Clients Living with Chronic Illness
A consumer oriented web seminar on how chronic illness should be considered during the estate and financial planning process.
Published on July 17, 2013
Personal Financial Planning Consumer Content
Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area.
Published on September 10, 2013
CPA/PFS Business Development Toolkit
Marketing templates, tools and resources to help a CPA/PFS credential holder market their financial planning services.
Published on February 18, 2014
A suite of web-based wealth management and financial planning tools ant offer a full view of a client’s financial picture and functions to enable more complete planning and better client service. Learn about eMoney Advisor products and the PFP Section member discount.
Published on February 28, 2012
CPA Financial Planner Business Development Toolkit
A toolkit to assist the CPA financial planner in promoting their services with the public and media.
Published on August 28, 2013
CPA/PFS Credential Application Pricing
The PFS Credential Pricing provides information about credential fee pricing guidelines.
Published on April 08, 2014