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    Financial Planning a Boon to CPA Practices, AICPA/Moss Adams Study Reveals

    Press Release CPA financial planning and investment advisory practices are enjoying significant revenue growth and are expanding at a faster rate than their non-CPA competitors, according to a study released today by the...
    Published on February 07, 2010

    Personal Financial Planning - Client Needs Survey Results

    Media Outreach Results to the Personal Financial Planning Client Needs Survey conducted December 5-23, 2007. Example survey questions include, "On average, what are your clients top three personal finance concerns?" and "Has the sub-prime mortgage...
    Published on February 07, 2010

    Personal Financial Planning Economic Survey Results - June 2009

    Survey Personal Financial Planning Economic Survey Results - June 2009
    Published on February 07, 2010

    AICPA, FOX Financial Planning Network Partner to Help CPAs Expand Offerings

    Press Release AICPA and Fox Financial Planning Network partner to help CPAs add financial planning to their practices
    Published on January 17, 2012

    Mitch Anthony, Cam Marston and Dr. Arthur Laffer Join List of Keynote Speakers for AICPAs 2015 Advanced Personal Financi...

    Press Release New York (August 20, 2015) – Giving financial planners access to the most innovative and respected thinkers of the planning profession, the American Institute of CPAs (AICPA) Personal Financial Planning Section announced its schedule of keynote speakers for the 2015 Advanced Personal Financial...
    Published on August 20, 2014

    AICPA Offers Free Consumer Webcast on Paying for College

    Press Release The Personal Financial Planning Section of the American Institute of CPAs and the profession’s 360 Degrees of Financial Literacy program will host a consumer webcast on Monday, August 26, to provide tips...
    Published on August 23, 2013

    Undergraduate Students Test Personal Financial Planning Skills in Accounting Competition

    Press Release The American Institute of CPA’s fourth annual Accounting Competition opens today, with teams competing for a $10,000 top award.
    Published on August 19, 2013

    AICPAs Personal Financial Planning Conference Provides Essential Tools for Navigating a Volatile Economic Landscape

    Press Release The AICPA’s PFP Conference has consistently been ranked by industry insiders as one of the top conferences for financial planners. Attendance has doubled since 2009, with attendees at last year’s conference representing financial firms with more than $240 billion assets under management
    Published on January 08, 2015

    CPA Financial Planners Report Loss of Confidence in Stock Market, Greater Risk Aversion, AICPA Survey Shows

    Press Release ...and a half since the 2008 economic meltdown, more than half of high net-worth Americans still lack faith in the stock market, according to a survey of CPA financial planners conducted by the American Institute of Certified Public Accountants
    Published on February 04, 2010

    AICPA Author Everyone Needs an Estate Plan

    Press Release Estate planning is not for the wealthy. It’s for everybody
    Published on March 16, 2011

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