Innovations in Financial Planning…

March 1999
Journal of Financial Planning;Mar1999, Vol. 12 Issue 3, p16
Academic Journal
Product Review
This article cites two financial planning products available in the U.S. including the book "Understanding Social Security: The Issues and Alternatives" produced by the American Institute of Certified Public Accounts and Form 1040 produced by M&R Co. of New York.


Related Articles

  • High Standards. CHIRONIS, GINA // California CPA;Jun2014, Vol. 82 Issue 10, p15 

    The article discusses the compliance of financial planning service providers in the new American Institute of Certified Public Accountants (AICPA) Statement on Standards in Personal Financial Planning (PFP). Topics covered include personalized recommendations and the need for Certified Public...

  • ON THE ROAD.  // Financial Planning;Nov2005, Vol. 35 Issue 11, p26 

    Previews the American Institute of Certified Public Accountant's Personal Financial Planning Conference to be held in San Diego, California on January 8-11, 2006. Admission price; Speakers; Topics to be discussed.

  • coming events.  // Accounting Today;6/18/2007, Vol. 21 Issue 11, p25 

    A calendar of events related to the accounting profession in the U.S. is presented. The Association of Certified Fraud Examiners will hold a conference entitled "Building Your Fraud Examination Practice" in Chicago, Illinois on June 18, 2007. The American Institute of Certified Public...

  • CALENDAR.  // Financial Planning;Jan2015, Vol. 45 Issue 1, p20 

    A calendar of activities for financial planning in 2015 in presented which includes AICPA Advanced Personal Financial Planning Conference, TDAI National Conference and T3 Advisor Edition.

  • RETIREMENT TOP CONCERN FOR ALL.  // Practical Accountant;Apr2007, Vol. 40 Issue 4, p16 

    The article reports that retirement has ranked as the number one personal financial planning concern for career builders of 25 to 34 years of age in the U.S. According to an informal survey of Certified Public Accountants (CPAs) conducted by the (AICPA) at its 2007 Personal Financial Planning...

  • The AICPA Signs Agreement on Program Leading to PFS Credential.  // Public Accounting Report;8/15/2008, Vol. 32 Issue 15, p2 

    The article offers information on the agreement concerning Program Leading to PFS (Personal Financial Specialist) between AICPA company and Texas Tech University. The new program is called PFS Pathway, aimed at developing a new educational program that will lead to AICPA's financial planning...

  • PFP BRIEFS.  // Accounting Today;5/15/2006, Vol. 29 Issue 9, p20 

    Presents updates on personal financial planning in the U.S. as of May 15, 2006. Plan of the Fidelity Charitable Gift Fund to reduce the fee charged for administering majority of accounts in its donor-advised fund program; Findings of a poll conducted by the American Institute of Certified...

  • Reaching Out to Those Impacted.  // Practical Accountant;Nov2001, Vol. 34 Issue 11, p22 

    Reports on the efforts of financial planners and their member associations to help those affected by the terrorist attacks of September 11, 2001 in the United States. American Institute of Certified Public Accountants' offering of free consultation services; Financial Planning Association's...

  • Conferences, Seminars, and Workshops.  // CPA Practice Management Forum;2010, Vol. 6 Issue 11, p23 

    A calendar of events for various conferences in the U.S. from January to July 2011 is presented including Trusted Business Advisor Workshop on January 7, American Institute of Certified Public Accountant (AICPA) Advanced Personal Financial Planning Conference on January 10-12, and 2011 Practice...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics