As part of its efforts to promote the Personal Financial Specialist designation, the American Institute of CPAs at its 2005 Personal Financial Planning Conference this week announced a new online financial planning resource targeted at CPA/financial planners and consumers seeking financial planning guidance.
Access to various parts of the site, www.aicpa.org/pfp, is determined by the user's status -- consumer, AICPA member, PFP Section member, or PFS credential holder.
For CPA planners, the site offers a library of tools and resources on a range of financial planning areas, such as disaster recovery and investment planning. There also is a calendar of conferences, Webcasts, and state CPA society events, as well as information for PFP Section members and PFS credential holders.
The consumer portion of the site includes a "Find a CPA/Personal Financial Specialist" option that allows users to search for a CPA/PFS by state, name or zip code. Many of the bios there have a description of the CPAs' financial planning practice, including the type of compensation arrangement, as well as the specialty areas and additional designations held by the CPA.
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