PFP Practice Portal Provides Easy Access to Resources and Tools


The AICPA’s Personal Financial Planning Section recently launched a resource to help members add value to new, existing or growing personal financial planning practices or wealth management firms.

 

The PFP Practice Portal features information on technology, regulations, networking groups, the PFS credential, professional responsibilities, education and practice management. It also includes Forefield Advisor, a client education and communication tool that enables CPAs to deliver current, concise and compliant resources to their clients. The content is written by CPAs, attorneys and other subject matter experts.

 

The portal can be accessed at aicpa.org/PFP/PracticePortal.

 

RESOURCES

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