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    PFP Power Hour How to Use Forefield Advisor in Your PFP Practice - Handout

    Presentation A demonstration of Forefield Advisor, a client education and communication tool written by CPAs and attorneys with more than 3,000 resources coving personal financial planning, including estate, tax, retirement, investment and risk management planning
    Published on November 25, 2013

    PFP Power Hour How to Use Forefield Advisor in Your PFP Practice - Audio

    Audio A demonstration of Forefield Advisor, a client education and communication tool written by CPAs and attorneys with more than 3,000 resources coving personal financial planning, including estate, tax, retirement, investment and risk management planning
    Published on November 25, 2013

    Forefield Advisor

    Tools Forefield Advisor™ (Forefield) is a client education and communication tool that enables advisors to deliver current, concise and compliant resources to their clients
    Published on September 22, 2014

    Personal Financial Planning Resources

    Overview The personal financial planning resources section within the AICPA site helps members to keep up with the latest planning strategies and trends in personal  financial planning services.
    Published on August 28, 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 March 26, 2015

    PFP Practice Center

    Overview Resources to start or grow your business to cover your clients' personal financial planning needs.
    Published on September 10, 2014

    Practice Management

    Overview The Practice Management section brings you resources to start or grow your business to cover your clients' personal financial planning needs that are greater than ever before
    Published on August 27, 2014

    PFP Member Advantages by Membership Type

    Overview Complete listing of member benefits for PFP and PFS.
    Published on January 05, 2015

    Tax Planning

    Overview Find out more about the tax planning services you can offer to provide peace of mind for your clients.
    Published on February 25, 2015

    PFP Section Benefits for Prospective Members - Overview

    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

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