AICPA Launches Online Resource for Financial Planners, Consumers

The American Institute of Certified Public Accountants (AICPA) recently introduced a new online resource for its CPA financial planning community. The resource offers CPAs access to a comprehensive library of tools and educational materials on a full range of financial planning practice areas, from disaster recovery and investment planning to ethics and fiduciary responsibility and more. It also offers information for consumers seeking financial planning guidance.

The site offers comprehensive guidance to CPA financial planners offering Investment Planning, Insurance and Risk Management, Personal Income Tax Planning, Disaster Preparedness and Recovery, Retirement and Estate Planning, and ElderCare/Prime Plus Services. There are hundreds of articles, checklists and calculators, as well as resources on practice management topics and members' responsibilities to the public.

The Web site also includes a calendar of conferences, Webcasts and state CPA society events for AICPA members. There are links to the Web sites of several national organizations with which the AICPA has forged alliances: the American Red Cross, Foundation for Fiduciary Studies, Jump$tart Coalition, National Endowment for Financial Education, and the Project for Financial Independence.

“The PFP Community Web site is also there to assist CPAs looking to establish a niche practice in financial planning and for CPAs in business and government who want information about this important discipline,” said Joel Framson, CPA/PFS, Chair of the AICPA Personal Financial Planning Executive Committee. The Web site includes a database of all CPAs in the United States who hold the AICPA’s Personal Financial Specialist (PFS) credential, a designation granted exclusively to CPAs who practice financial planning and meet stringent qualification criteria.

The resource is available at www.aicpa.org/PFP.

Voice of the Editor

What makes a company a great place to work? Experience, a ConnectEDU company, uses criteria that include benefits, career advancement opportunities, culture, and work/life balance to form its annual list of the Best Places to Work for Recent Grads. BDO USA and Ernst & Young both made the Top 25 list. Read what makes these firms stand out and find out what can be done at your firm to entice college grads.

ADVERTISEMENT

This Week on AccountingWEB

Hang Bower of BDO USA and Dan Black of Ernst & Young share their perspectives on why their firms made the Best Places to Work for Recent Grads 2013 list.
Herbein + Company, Inc. firm members talked with AccountingWEB about their year-round employee wellness program.
Bill Walter of Gross, Mendelsohn & Associates and Harold Gaar of TravisWolff LLP weigh in on mobile technology use while employees are at work.
CPA Robert Raiola, who heads the Sports & Entertainment Group of Fazio, Mannuzza, Roche, Tankel, LaPilusa, LLC, talks NFL player income taxes with AccountingWEB.
ADVERTISEMENT
ADVERTISEMENT
ADVERTISEMENT