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    Consumer Brochures

    Brochure Use these brochures to promote your qualifications and services as a CPA Financial Planner to the public.
    Published on August 28, 2013

    Disasters and Financial Planning A Guide for Preparedness

    Guide Disasters, whether natural or manmade, usually strike quickly and without warning. You and your family may have little or no time to decide what to do next. That's why it is so important to plan for the possibility of a disaster?and not wait until it happens.
    Published on August 21, 2014

    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

    Additional Legislative/Regulatory Topics

    News Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
    Published on March 19, 2015

    Steps the Public Can Take Before Disaster Strikes

    Checklist Read about the six key steps people can take to prepare for the financial impact of a disaster. This information can be valuable when speaking to your clients, addressing civic groups, or being interviewed by the media.
    Published on August 14, 2014

    Registration and Compliance

    Overview Investment Advisers, Investment Adviser Representatives, Broker-Dealers and Solicitors may be subject to certain SEC and state registration and compliance issues.
    Published on August 28, 2014

    Portability A Planning Game Changer

    Article The Planner sat down with Steven Siegel  to find out more about portability and to discover what CPA financial planners need to know about this topic.
    Published on November 19, 2013

    CPA/PFS FINRA Series 65 Exam Waiver Information

    Overview FINRA Series 65 waiver information for PFS credential holders.
    Published on August 27, 2014

    FAQs for CPA/PFS Credential Holders

    FAQ Frequently asked questions about the CPA Personal Financial Specialist Credential.
    Published on January 30, 2015

    Estate Tax Legislation

    News Stay up to date on legislative and regulatory issues relating to estate tax legislation.
    Published on February 09, 2015

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