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    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

    CPA Financial Planning Thought Leadership Investment Planning

    Webcast In this webcast, a panel of CPA financial planner thought leaders will discuss structuring portfolios, the intersection of tax planning and investment strategy and risks
    Published on March 12, 2015

    CPA Financial Planner Business Development Toolkit

    Overview A toolkit to assist the CPA financial planner in promoting their services with the public and media
    Published on March 09, 2015

    CPA/PFS Profile Dan Thomas

    Article As chair of the AICPA’s PFS Credential Committee, Dan sat down with Planner to talk about how the CPA/PFS helps influence the CPA financial planner’s work and several other topics
    Published on April 11, 2014

    CPA Strong Campaign for the CPA/PFS

    Overview Gain access to coordinated marketing materials around the theme “CPA Strong” designed to help build your financial planning practice and emphasize your PFS credential
    Published on April 26, 2013

    CPA/PFS Perspectives Webcast Series

    Webcast This series features a panel of successful CPA/PFS credential holders discussing a particular topic commonly faced by CPA financial planners in practice
    Published on March 12, 2015

    CPA/PFS Credential Recertification

    Overview Every three years, CPA/PFS credential holders are required to certify that they meet the continuing education and membership requirements of the credential
    Published on October 27, 2014

    CPA/PFS Business Development Toolkit

    Overview Marketing templates, tools and resources to help a CPA/PFS credential holder market their financial planning services
    Published on March 09, 2015

    CPA/PFS Profile Amy Sonstein

    Article A CPA/PFS Profile on Amy Sonstein
    Published on January 07, 2015

    CPA Strong Campaign for CPA Financial Planner

    Overview Gain access to coordinated marketing materials around the theme “CPA Strong” designed to help build your financial planning practice
    Published on April 26, 2013

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