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.

 

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100th ANNIVERSARY

Black CPA Centennial, 1921–2021

With 2021 marking the 100th anniversary of the first Black licensed CPA in the United States, a yearlong campaign kicked off to recognize the nation’s Black CPAs and encourage greater progress in diversity, inclusion, and equity in the CPA profession.