PFP Association News

Black Friday Savings on the 2016 Advanced PFP Conference

Financial Planning Digest | Nov 23, 2015

The Advanced PFP Conference is a rare opportunity to learn from renowned experts in all practice areas of financial planning at one time. Industry experts consistently rank it as the leading conference for educational and sophisticated content in financial planning. Choose from among 60 different sessions and four pre-conference workshops. Attend in-person or online. In addition to the $75 early bird discount and $100 PFP/PFS member discount, save an additional $75 on the conference when you register by 11/29 using promo code FRIDAYDEAL15B. That's a $250 savings!

Webcast: The Leading Estate Planning Mistakes

Financial Planning Digest | Nov 23, 2015

On Dec. 9 from 1-2:45 p.m. ET, in the third event of the CPA's Guide to Financial and Estate Planning webcast series, Steve Siegel will discuss the latest PFP Section member benefit, The CPA's Guide to Financial and Estate Planning handbook, in relation to essential estate planning considerations to discuss with your clients now. He'll also talk about the most common estate planning mistakes and how to fix them. Discounted CPE is available for PFP/PFS and Tax Section members and PCPS members. Register.

Saving and Spending 101: What College Students Need to Know About Loans and Budgeting

Financial Planning Digest | Nov 16, 2015

Invite your clients (and their children) to attend this consumer-oriented webcast Nov. 18, 1-2 p.m. ET for best practices and free tools they can use to improve their financial lives and pass "Saving and Spending 101." This free webcast is a great opportunity for college students, parents and those with student loans to learn tips and techniques to take charge of their finances. Attend for free. No CPE offered.

Free Webcast: Practical Planning for Social Security and Healthcare in Retirement

Financial Planning Digest | Nov 16, 2015

With a huge wave of baby boomers retiring in the next 15 years, your clients are looking to you to assist them in optimizing their Social Security claiming strategies and healthcare financing decisions. In this webcast (Nov. 19, 11 a.m.-12:30 p.m. ET), Ted Sarenski and Jim Shambo will discuss best practices and practical planning tips for addressing critical issues in this area. Attend for free. No CPE offered.

Deadline this week for 25% early bird discount for fall/winter PFS exam

Financial Planning Digest | Nov 09, 2015

Last call! Register before Saturday, Nov. 14, for a 25% discount on the upcoming PFS exam, offered Dec. 26, 2015-Jan. 29, 2016 at convenient testing centers nationwide. Learn more at Also, register for the online, in-person or archived PFP boot camp to prepare for the PFS exam or strengthen your knowledge of estate, retirement, investment, insurance/risk management and tax planning.

Deadline is Nov. 15 to recognize your staff for professional achievement

Financial Planning Digest | Nov 09, 2015

The deadline for nominations for the AICPA's Standing Ovation Recognition Program is this Sunday, Nov. 15. This program recognizes young CPAs in personal financial planning who exhibit exemplary professional achievement. Recipients will be recognized with a press release, on the PFP Section website and at the Advanced PFP Conference in January 2016. Nominees must be a CPA/PFS credential holder age 40 or younger. Partners or managers are encouraged to submit applications on behalf of nominees, but applicants are also permitted to self-nominate with a letter of recommendation from a partner or manager.

Young Advisers Path at the Advanced PFP Conference

Financial Planning Digest | Nov 02, 2015

The Young Advisers Path at the AICPA Advanced PFP Conference has special pricing and is specifically designed for professionals with fewer than 10 years of PFP experience and fewer than 15 years in the workforce. For more information or to register, email with your name, contact information and brief professional history.

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Designed specifically for CPA personal financial planners and others interested in financial planning, Financial Planning Digest is a FREE monthly e-mail newsletter from the AICPA. It provides the most important and timely news stories to support personal financial planners. Learn more