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
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
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
Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
Published on January 05, 2015
Registration and Compliance
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
Steps the Public Can Take Before Disaster Strikes
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
Portability A Planning Game Changer
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
FINRA Series 65 waiver information for PFS credential holders.
Published on August 27, 2014
FAQs for CPA/PFS Credential Holders
Frequently asked questions about the CPA Personal Financial Specialist Credential.
Published on January 30, 2015
Estate Tax Legislation
Stay up to date on legislative and regulatory issues relating to estate tax legislation.
Published on February 09, 2015