By Document Type
What You Need to Know About the New PFP Standards
Get up to speed on the new PFP Standards that will go into effect on July 1, 2014. Clark M. Blackman II and Dirk Edwards help you understand if, when and how the statement applies in your practice.
Published on April 14, 2014
CPA/PFS Credential Frequently Asked Questions FAQ
Frequently asked questions about the Personal Financial Specialist credential.
Published on August 01, 2013