Personal Financial Planning
Short learning opportunities and guidance for CPAs and financial planners to use to advise clients. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/fepg-series.html
Personal Financial Planning
Ross Riskin discusses college and financial aid planning tips From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190104-education-planning-tips.html
Personal Financial Planning
As the SECURE Act passes Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients including the most urgent issues to address with your clients. From AICPA.org at...
Personal Financial Planning
To reinstate your PFS credential, please fill out and submit the application below. All applicants must be Regular, Honorary, International Associate or Non-CPA Associate members in good standing. From AICPA.org at...
Personal Financial Planning
PFP News provides exclusive access to upcoming events, regulatory updates, Broadridge Advisor alerts and other valuable information related to the PFP Community From AICPA.org at...
Personal Financial Planning
Introducing the new experienced CPA pathway for CPAs to earn the Personal Financial Specialist credential. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/pfs-credential-track-experienced-cpas.html
