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    PFP Practice Management Toolkit

    Article Welcome to the Practice Management Toolkit brought to you by the PFP Team and PCPS! Your firm’s biggest asset is its people, and the growth of your firm depends on the quality of its organizational structure, strategic planning, and human capital. To satisfy...
    Published on May 13, 2013

    HCC Toolbox Series - Team Recruitment

    Guide Qualified and competent staff members are the foundation of any successful CPA firm. Learn about the learning tools and resources necessary to build a strong team that the PCPS Human Capital Center offers
    Published on February 01, 2010

    The CPAs Guide to Social Security Planning (Excerpt)

    Overview Enjoy an excerpt from The CPA's Guide to Social Security Planning. The full version is available to PFP Section members, inclusive of PFS credential holders and PCPS firm members
    Published on February 04, 2013

    Acknowledgments - Proposed Statement on Standards in Personal Financial Planning Services

    Objectives or Roster Thank you to all of the volunteers who paved the way to the proposed Statement on Standards in Personal Financial Planning Services.
    Published on June 12, 2013

    Personal Financial Planning and Wealth Advisory Publications

    Tools Publications relevant to personal financial planning and wealth advisory services.
    Published on August 07, 2013

    Statement on Standards in Personal Financial Planning Services

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services.
    Published on April 16, 2014

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