PFP Section Member Benefit Demo

In this video, the PFP Section staff walk you through an overview of your member benefits, as well as demonstrate how to navigate the PFP website and access our most popular content. Listen the entire recording or jump to the section most relevant to you!

  • (00:00) Welcome, About the PFP Section, Meet the PFP Staff
  • (04:20) PFP Homepage and Member Benefits Grid; How to login, create or find user name and password and update member profile
  • (08:00) Forefield Advisor
  • (32:30) PFP News and Communications
  • (37:10) Resources and Toolkits
  • (39:30) Professional Responsibilities
  • (41:30) Practice Guides/Online Professional Library
  • (44:00) Learning Opportunities
  • (46:05) CPA/PFS Program
  • (48:50) How to Contact Us