Personal Financial Planning

Find helpful client relations tools, register for professional education courses, read about the latest legal developments, and more.

• Developments & Featured Programs
• Client Relations
• Professional Education
• Articles
• Investment and Financial Data 
• PICPA Member Resources
• Related Links

• CFP Board to Enforce New Conduct Standards a Little Later
  The Certified Financial Planner Board of Standards has established a Jan. 1, 2009 enforcement date for its revised "Standards of Professional Conduct."
• PICPA Courses Meet CFP Requirements 
• Tax Information for Retirement Plans
  The IRS provides newsletters, published guidance, contact info and more for retirement plans.
• Professional Ethics
  Review guidance on ethical issues.

Back to Top ^

• Visit AICPA's Personal Financial Planning Center
  This resource offers CPAs access to a comprehensive library of tools and educational materials on a full range of financial planning practice areas.
• Personal Financial Planning - Making the Most of Your Retirement Plan 
  Download a copy of the brochure and PowerPoint presentation to use at your next speaking engagement or for use in your practice.
• Financial Planning Tips for a Lifetime 
• Living a Long, Happy Retirement 
• CPA Locator
  List your firm in this searchable database for free. Potential clients looking for an accounting professional can use this tool to find a financial professional that best meets their needs.

Back to Top ^

• Save the Date: Personal Financial Planning Conference 
  Nov. 1 | King of Prussia
• Financial Planning Seminars
  From retirement to best practices (basic to advanced), take your pick of topics held across the state.
• PICPA Online Learning
  Take advantage of quality professional education from the comfort of your desktop—it's convenient and affordable.
• Customized On-site Training
  Choose from hundreds of top-quality seminars—nearly every course in the PICPA catalog and many more—delivered directly to you.

Back to Top ^

•  Strong Plan and Distribution Strategy Will Enhance Your Clients' Retirement
  By Jack Zook, CPA, PFS
  Pennsylvania CPA Journal, Winter 2012
•  Don't Be Shy When It Comes to Long-Term-Care Discussions
  By Marsha M. Rubin, CPA
  Pennsylvania CPA Journal, Winter 2012
• Estate Planning for Noncitizens
  By Douglas P. Hepburn, CPA, PFS, CFP
  Pennsylvania CPA Journal, Spring 2011
• Year-End Tax Planning Challenges for 2010 and Beyond
  By Jeffrey S. Berdahl, CPA, PFS, CSEP
  Pennsylvania CPA Journal, Winter 2011
• Insurance Review Time Is Now
  By Douglas P. Hepburn, CPA, PFS, CFP
  Pennsylvania CPA Journal, Fall 2010
• For Long-Term Returns, Emphasize Preservation of Capital
  By Paul L. Sloate
  Pennsylvania CPA Journal, Summer 2010
• Through the Looking Glass of Social Security
  By Marsha M. Rubin, CPA
  PICPA Connection, Jan. 19, 2010
• How CPAs should prepare to serve aging clients
  Journal of Accountancy
• Help Your Client Survive Chapter 11
  By Barry R. Sharer, CPA, and Robert N. Snyder, CPA, CIRA, CFE
  Pennsylvania CPA Journal, Winter 2010
• Heighten Your Clients' Planning Awareness
  By Jacquelyn M. Basso, CPA
  Pennsylvania CPA Journal, Winter 2010
• The New Retirement
  By Phyllis A. Belak, CPA, CFE, and Patricia M. Dorris-Crenny, CPA
  Pennsylvania CPA Journal, Fall 2009
• Fiduciary Liability in Retirement Plans
  By Douglas P. Hepburn, CPA, PFS, CFP
  Pennsylvania CPA Journal, Fall 2009
• 2008 PICPA Member and Nonmember Opinion Survey
  By William J. Hayes
  Pennsylvania CPA Journal, Winter 2009
• The CPA's Role in Navigating Troubled Economic Waters
  By Michael W. Mills, CPA, JD, LLM
  Pennsylvania CPA Journal, Winter 2009
• Beware the Drag Net: Financial Crimes Laws Could Trap Your Clients
  By Charles P. Elliott, CPA, CFE, and Michael Dowd, EA
  Pennsylvania CPA Journal, Winter 2009

Back to Top ^

• ABI World provides bankruptcy information.
• Department of the Treasury provides information on currency (exchange rates), government bonds, domestic assets, foreign assets control, tax policy, banking and finance, and financial management.
• EDGAR, a Securities and Exchange Commission database, provides the most comprehensive data on publicly traded companies, including SEC filings, quarterly reports, and more.
• Financial Data Finder from Ohio State University provides data on various financial markets.
• International Trade Administration provides international trade statistics on all trade sectors.
• Standard & Poor's Stock Guide is considered the leading stock market reference tool.

Back to Top ^

• Exclusive Discounts
  From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts.
• E-Mail Discussion Groups
  Connect with colleagues through members-only e-mail forums in Best Practices in Business & Industry, Taxation, and others.
• Peer-to-Peer Consultation Service
  Get advice from a colleague on an administrative or technical question.
• Speakers Bureau
  Personal Financial Planning topics are hot items for community group presentations and media interviews. Donate your time and expertise on these topics to promote the image of CPAs as well as meet potential new clients.
• Get Involved 
  Join the Personal Financial Planning committee or consider another opportunity to share your experience and knowledge.
• Share the Value - Refer a Member
  Refer a CPA colleague or sponsor a non-CPA professional for PICPA.

Back to Top ^

• www.financial-planning.com/

• AICPA PFP Interest Areas

• CCH

Exclusive PICPA member benefit. Join Now.