PFS Logo Usage Guidelines
Including the AICPA Personal Financial Specialist (PFS) Credential logo on your individual letterhead, business cards, and other marketing materials will enhance your brand recognition as a credentialed financial planning expert and help differentiate your practice...
Published on January 29, 2009
Downloadable PFS Logos
Published on July 09, 2014
Financial Decisions Guide - Elder Planning
Whether you are currently dealing with the loss of a loved one, or making decisions about an aging parent, or simply want to proactively be ready for the future, this guide will help identify many of the issues, decisions and programs of which the public should be aware.
Published on August 19, 2014
Learn More About the CPA/PFS Credential
Learn More About the CPA/PFS Credential.
Published on November 20, 2014
PFP Section Benefits for Prospective Members - Overview
PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
Published on September 16, 2014
Tax Season Resources
Obtain access to Personal Financial Planning Section resources that relate to tax planning.
Published on March 03, 2015
Post-Mortem Administration Checklist for the CPA Financial Planner
There’s no avoiding the inevitable; learn how to deal with the complex tax issues surrounding mortality and estate planning issues for future generations.
Published on August 14, 2014
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