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NEWS AND OTHER CENTER COMMUNICATIONS
Personal Financial Planning News By Email
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 PFP Section Member Survey Results
The AICPA recently put out a press release discussing a new survey conducted by the Personal Financial Planning Section. Data was compiled to determine how the recent economic conditions have affected CPA financial planners and their clients. Thank you to our members who participated in the survey. The press release is located in the AICPA Media Center. Click here to view a PDF power point presentation of the survey results.
Are You Providing Investment Advice?
This question is more complex than most advisors realize. Whether you believe you are in the business of providing investment advice or not, all advisors who touch the areas of estate, tax, retirement, insurance or investment planning should educate themselves on what the SEC believes to be investment advice. The new publication, The CPA’s Guide to Investment Adviser Registration, provides guidance about registration requirements and explains the complex issues involved. Learn more>>
Updated! Advocacy: AICPA and the PFP team have your best interest in mind. As you know, the House and Senate recently convened for the 111th Congress. As part of its ongoing member advocacy efforts, the AICPA Congressional Affairs Team, in concert with the Personal Financial Planning Team, is closely monitoring the financial services regulatory reform and other concerns of importance to our members and the public interest. The AICPA is the representative body of certified public accountants throughout the U.S. By exercising our collective strength and leveraging the tremendous talent of our membership, we can work successfully to address issues of concern to members, the financial services community, investors and the public. Learn More>>
AICPA Launches Economic Crisis Resource Center to Help CPAs Navigate Financial Challenges
CPAs are increasingly being called upon by employers and clients – as well as family and friends – for help in navigating current and future financial challenges. To ensure CPAs have the essential information needed to serve as leaders at work, at home and in their communities, we have launched the Economic Crisis Resource Center. Learn more>>
This new Web site is the most comprehensive online resource for the CPA profession in this economic environment. The site houses more than 200 items, providing content that addresses the concerns of every member segment.
Resources to Assist Members During Current Market Conditions
The AICPA PFP Team encourages you as CPA financial planners to stay in front of your clients during these uncertain economic times. As a CPA, you are their trusted business and financial adviser and they look to you for your guidance. To ease this effort, we have put together resources to assist you in advising and communicating with your clients. Learn More>>
CPA Job Finder – The Official CPA Job Board of the AICPA
Free Benefits for AICPA Members!
In this challenging economic environment, turn to the CPA Job Finder, the official CPA Job Board of the AICPA. This job board was created to help CPAs looking for new career opportunities - job seekers can post a resume or search active job listings for free. The job board is also available to CPA firms and employers looking to recruit qualified CPAs in specific disciplines or industries. And now, AICPA Member firms receive special benefits when posting available job openings to the CPA Job Finder. Look for more details coming soon from the AICPA.
New PFS Credential Requirements-Effective 1/31/09
The PFP staff at the AICPA, the National Accreditation Commission, along with the PFS Credential Committee, have created a pathway to the PFS specific to the CPA financial planner. We are pleased to announce important changes to the PFS requirements which better reflect our member’ needs and more accurately reflect the depth and breadth of experience and technical expertise required to obtain this credential. Learn More>>
Prudent Practices for Investment Advisors Handbook
It is in turbulent market conditions, similar to those that we are facing today, that drive home the importance of following an objective and consistent investment process. The Fiduciary Task Force of the AICPA PFP Executive Committee, led by Clark Blackman II, CPA/PFS, has made providing this guidance a priority for the past few years. The latest handbook on this topic was provided to all PFP section members in hard copy in February, 2008. To access the electronic version, click here. The AICPA strongly encourages all CPA financial planners who provide investment advice to follow the process as laid out in this handbook. Learn More>>
AICPA Career Development & Workplace Issues Looking for ways to develop your career or deal with day-to-day workplace issues? The links below provide valuable information and resources to take you in whatever direction you are looking to go. Learn More>>
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