Product Image

AICPA Personal Financial Planning Membership Section

Publisher: AICPA
See Below To Add To Cart

Description

The AICPA Personal Financial Planning Section assists CPAs who are interested in, or offering a range of personal financial planning services including tax, retirement, PrimePlus/Eldercare, risk management, insurance or investment advisory.

The AICPA Personal Financial Planning Section offers a variety of resources and programs that help broaden technical expertise, improve competency and help deliver high-quality PFP services. The Section also supports CPAs to help them grow and manage their PFP practice as well as maximize their profitability. These benefits include:

  • Updates on legislative, regulatory and compliance matters;
  • Technical materials and guidance from Forefield Advisor (a $400 value);
  • Tools including sample forms, checklists, templates and information for client communications;
  • Practice management guides;
  • Member communications that discuss trends and issues affecting the PFP community; and
  • Information and discounts on PFP-related products and events.

Click here for more information about The AICPA Personal Financial Planning Section.

Please Note: You must be signed in as an AICPA Member to purchase a Section Membership.

Table of Contents

Excerpts

Subscription Info

Personal Financial Planning
Membership
Product# 03-NEW-2009
AICPA Member:$200.00
Your Price:N/A
AICPA Members Only
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.
Choose the Standing Order Option and get these discounts on your initial purchase:

Publications--10% discount
CPE Self-Study--20% discount

Each new future annual edition will then be automatically shipped to you at a 10% discount.