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.

You may like these other stories...

Here's a CPA who truly walks the walk. On March 15, Frank Ryan, CPA, departed San Diego, California, with plans to be in Ocean City, Maryland, by July 2 to teach a course at the Maryland Association of CPAs’ (MACPA...
When Theodore J. Flynn first joined the Massachusetts Society of CPAs (MSCPA) in 1970, it was a different world and a different profession.  The "Big Eight" were still headquartered in Boston. Vietnam War...
Accountant Rickey Charles Goodrich had it a little too good. Many bean counters would kill to serve as financial guru to the likes of Pearl Jam. Goodrich was hired in 2005, and the following year, he became the CFO of Curtis...

Already a member? log in here.

Upcoming CPE Webinars

Aug 26
This webcast will include discussions of recently issued, commonly-applicable Accounting Standards Updates for non-public, non-governmental entities.
Aug 28
Excel spreadsheets are often akin to the American Wild West, where users can input anything they want into any worksheet cell. Excel's Data Validation feature allows you to restrict user inputs to selected choices, but there are many nuances to the feature that often trip users up.
Sep 9
In this session we'll discuss the types of technologies and their uses in a small accounting firm office.
Sep 11
This webcast will include discussions of commonly-applicable Clarified Auditing Standards for audits of non-public, non-governmental entities.