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    Personal Financial Planning Executive Committee

    Roster Learn about the Financial Planning Executive Committee's objective and members
    Published on January 09, 2015

    Personal Financial Specialist Credential Committee

    Overview Learn about the Personal Financial Specialist (PFS) Credential Committee objectives and members
    Published on January 09, 2015

    PFP Standards Exposure Draft Log

    Tools The PFP Executive Committee responded to the comment letters received on the Statement on Standards in PFP Services
    Published on January 06, 2014

    CPA/PFS Profile Dan Thomas

    Article As chair of the AICPA’s PFS Credential Committee, Dan sat down with Planner to talk about how the CPA/PFS helps influence the CPA financial planner’s work and several other topics
    Published on April 11, 2014

    Fiduciary Responsibility

    Overview This section will discuss the importance of being a fiduciary and what steps need to be taken when you are serving in that capacity.
    Published on September 25, 2014

    The Planner Newsletter

    Newsletter March/April 2014 issue of the Planner
    Published on August 05, 2014

    AICPA Comment Letter Regarding Regulation of RIAs

    Comment Letter On Nov. 3, the AICPA submitted a letter to the House Financial Services Committee Chairman Spencer Bachus and Ranking Member Barney Frank regarding the regulation of investment advisers and the standard of care for broker-dealers when giving investment advice to their clients...
    Published on November 09, 2011

    Q&A With Meloni Hallock A CPAs Thoughts Regarding the Role CPAs Play Once Disaster Strikes

    FAQ Meloni Hallock discusses the benefits of the American Red Cross publication Disaster Recovery: A Guide to Financial Issues.
    Published on August 14, 2014

    2014 Year in Review

    Overview Recap of PFP milestones and resources released or revised in 2014.
    Published on January 30, 2015

    PFP Power Hour

    Webcast These quarterly calls will provide members an opportunity to hear the latest news affecting CPA financial planners as well as recent benefits and events available to PFP/PFS members.
    Published on October 17, 2014

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