PFP Tax News
The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
Published on February 25, 2015
Learn More About the CPA/PFS Credential
Learn More About the CPA/PFS Credential.
Published on November 20, 2014
Moving from Tax Preparer to Financial Planner
These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance.
Published on February 27, 2015
Statement on Standards in Personal Financial Planning Services
Information on the Statement on Standards in Personal Financial Planning Services.
Published on September 17, 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
Fox Financial Planning Network Program Details
Learn how to provide CPAs in all business models and firm sizes with the step by step processes they need to effectively develop their PFP businesses via a holistic approach.
Published on May 03, 2013
FAQs for Prospective CPA/PFS Credential Holders (Applicants)
Frequently asked questions for CPA/PFS applicants.
Published on February 19, 2015
PFP & CPA/PFS Learning Opportunities
Education related opportunities to develop professionally and be prepared for the PFS exam.
Published on December 08, 2014