New York - The American Institute of CPAs has opened a PFP Practice Portal for CPAs who are interested in becoming financial planners and earning the AICPA’s Personal Financial Specialist credential. The portal is also open to the public.

The portal includes links where users can find out more information about personal financial planning. The technology link, for example, includes articles about the technological components of a successful PFP practice, tips for developing a technology plan, and software and hardware that practitioners may need.

The regulatory link offers a general overview of the regulatory landscape for financial planners, although it isn’t necessarily up to the minute, as the Obama administration sets about overhauling financial regulation. Users can also join a networking group via the portal and find out about upcoming events such as live meetings of various groups.

Also available is information about the PFS credential and how to obtain it. Credentialed members get access to a PFS referral database. Another link provides information on professional responsibilities, while the educational section offers information about upcoming conferences, courses and Web seminars, along with different publications from the AICPA and client resources.

The practice management section provides practice guides, an archive of Web seminars, and white papers covering subjects such as recruitment and retention. Also in this section are a marketing toolkit, and a study by Moss Adams and the AICPA on the issues confronting CPA financial planning practices.


Richmond, Va. - Genworth Life and Annuity Insurance Co., a subsidiary of Genworth Financial Inc., has launched RetireReady One, a variable annuity that includes a simplified application, surrender charge schedule flexibility in a single contract, and a more focused menu of underlying investment portfolios. It also offers a basic death benefit and the ability to annuitize the contract to provide a guaranteed stream of income.

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