AICPA Online Conference on Tax Strategies for the High-Income Individual
May 19, 2014
11:00 am - 8:00 pm ET
CPE Credit: 18
MEMBERSHIP & CREDENTIALS
- AICPA Personal Financial Planning Membership Section
Whether you practice in tax, estate, retirement, investment or risk management planning, the PFP Section will broaden your technical expertise, improve your professional competence and help you deliver high-quality, profitable PFP services. Members receive essential information to stay up-to-date on critical PFP issues and guidance on performing proficient PFP services, as well as valuable practice management tools such as sample forms, reports, exhibits and checklists.
- Personal Financial Specialist (PFS) Credential
The CPA/PFS credential program allows CPAs to demonstrate their knowledge and expertise in personal financial planning. Whether a CPA specializes in personal financial planning with their clients or interacts with other financial planning professionals, the CPA/PFS credential adds credibility. CPA/PFS credential holders have a specific experience, education and examination requirement that sets them apart from other CPAs and financial planners.