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    2013 Series Take Charge Your Money. Your Life

    Webcast 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.

    Webcast 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

    Webcast 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

    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

    Webcast 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

    Overview 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

    Overview Marketing templates, tools and resources to help a  CPA/PFS credential holder market their financial planning services.
    Published on February 18, 2014

    eMoney Advisor

    Tools 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

    Overview 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

    Application The PFS Credential Pricing provides information about credential fee pricing guidelines.
    Published on April 08, 2014

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