PFP Member Advantages by Membership Type
Complete listing of member benefits for PFP and PFS.
Published on April 21, 2015
Implementing PFP Services Panel Practice Profiles
Nine panelists provide practice profiles recommendations including services provided, methods, compensation, and number and type of staff
Published on January 09, 2015
Trust Situs for Dynasty Trusts & DAPTs
This webcast discusses the use of dynasty trusts and domestic asset protection trusts (DAPTs) and the importance of jurisdiction selection.
Published on November 25, 2013
Illustrative Letter for a Limited Service Engagement
A sample PFP engagement letter you can use when providing only a limited service engagement. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on October 28, 2004
The Economics of Life Insurance
In this webcast, Amy Sonstein discusses what CPA financial planners need to know about insurance planning.
Published on September 30, 2013
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
Personal Financial Planning (PFP) Membership
To support CPA personal financial planners, AICPA offers two membership programs: the Personal Financial Planning (PFP) Section and the Personal Financial Specialist (PFS) Credential.
Published on March 30, 2015
AICPA PFS Exam Sponsorship Program
The AICPA PFP Section is offering sponsorships to help with the costs associated with the candidates taking both the PFS Exam Review Course and the PFS Exam.
Published on October 23, 2014
Prudent Diversification Practices for Investment Fiduciaries
The objectives for this course are for the participants to gain a working understanding of prudent diversification practices.
Published on July 02, 2014
Financial Services Reform
Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on April 24, 2015