Search Results

    Page  1 2
    Showing results 1 - 10 of 20
    Order by:


    Webcast Series Statement on Standards in Personal Financial Planning Services

    Webcast Learn about the applicability, requirements, practical applications, and ways to elevate your practice through the Statement on Standards in Personal Financial Planning Services
    Published on February 27, 2014

    Do the New Personal Financial Planning Standards Apply to You

    Webcast Members practicing in PFP should understand whether the Statement on Standards in PFP services applies to them and how they can use the statement to protect their clients and their practice
    Published on December 18, 2013

    Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information

    Article Because personal financial plans can include a variety of historical or prospective financial information, the illustrative engagement letters do not describe such information. Read more about illustrative engagement letter descriptions of certain historical and prospective financial information.
    Published on August 22, 2011

    Prudent Investment Practices A Handbook for Investment Fiduciaries - Factsheet

    Overview Prudent Investment Practices: A Handbook for Investment Fiduciaries identifies practices that prescribe a timeless and flexible process for successful investment management decision-making.
    Published on May 17, 2013

    FAQs for Prospective CPA/PFS Credential Holders

    FAQ Frequently asked questions for CPA/PFS applicants.
    Published on April 17, 2014

    The CPAs Role in Elder Planning Services

    Article Elder Planning services focus on the specific needs and goals of older adults. This article details these services, including accounting, cash flow planning and budgeting, pre- and post-retirement planning, insurance reviews, estate planning and tax planning
    Published on May 16, 2011

    Bob Veres E-Columns

    Newsletter In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.
    Published on April 11, 2014

    Inside Information Newsletter

    Article DISCLAIMER: This document has not been approved, disapproved, or otherwise acted upon by any senior technical committees, and does not represent an official position of the American Institute of Certified Public Accountants. It is distributed
    Published on April 16, 2014

    CPA/PFS - A Credential By Any Other Name is Not the Same

    Article An article discussing the benefits of the CPA/PFS credential.
    Published on April 16, 2014

    PFP Emerging Professionals Outreach Toolkit

    Toolkit These resources will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs.
    Published on August 28, 2013

    Page  1 2
    Showing results 1 – 10 of 20
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.