How do I subscribe to the PFP Section podcasts?
The PFP Section podcasts are your go-to source for staying informed on the latest trends and developments. A new episode is released most weeks and is available for free to all listeners.
If you like to listen on your web browser, you can bookmark/add the pfplanning podcast webpage to your favorites in your browser.
When are the free PFP Section CPE events and how do I register for these events?
PFP Section members receive four complimentary webcasts each year that offer eight CPE credit hours and three self-study courses that offer five and a half hours of CPE credits.
Visit our Upcoming Personal Financial Planning Webcasts and Free CPE page for registration links to upcoming events. Also, PFP Section members get reminders in the PFP Section News e-newsletter so that they can mark their calendars and register far in advance of each event.
Does the PFP Section offer engagement letters?
PFP Section members have access to a collection of client compliance letters, such as templates for engagement, implementation, and monitoring and updating plans.
When are the year-end client planning letters available?
Resources contained in our CPA’s Marketing Toolkit (such as year-end tax planning letters)
are typically available by mid-November each year.
I’m having trouble finding a resource I need or have a suggestion for a new resource. How do I get assistance?
Email us at firstname.lastname@example.org. We welcome all feedback.