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    PFP & CPA/PFS Education Opportunities

    Overview Education related opportunities to develop professionally and be prepared for the PFS exam.
    Published on April 14, 2014

    PFS Exam Review Options

    Overview Learn about the PFS Exam Review program at the AICPA.
    Published on April 16, 2014

    Retirement Planning

    Overview Learn about the retirement planning services you can offer to provide peace of mind for your clients.  Help your clients evaluate and select strategies that are the best fit.
    Published on February 12, 2014

    Insurance and Risk Management

    Overview Find out how you can enhance your value by assessing the risks your clients face and advising them about insurance choices and other strategies to manage those risks.
    Published on November 25, 2013

    AICPA PFS Exam Sponsorship Program

    Overview The AICPA PFP Section is offering sponsorships to help with the costs associated with the candidates taking both the PFS Exam Review Course and the PFS Exam.
    Published on March 18, 2014

    Getting Started in Elder Planning Services

    Article Read more about researching your market, marketing your services, and developing a successful practice in elder planning.
    Published on July 18, 2013

    Personal Financial Specialist (PFS) Exam

    Overview Learn how to prepare for the Personal Financial Specialist (PFS) exam.
    Published on April 14, 2014

    Estate Planning

    Overview Clients are very concerned with planning their estate. Find out more about providing the Estate Planning services that will provide peace of mind for your clients.
    Published on September 17, 2013

    Overview of the Personal Financial Specialist (PFS) Credential

    Overview A summary page with links to all necessary information relating to the PFS credential program.
    Published on February 24, 2014

    Estate Planning

    Overview Clients are very concerned with planning their estate. Find out more about providing the Estate Planning services that will provide peace of mind for your clients.
    Published on April 14, 2014

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