In a rapidly evolving personal financial planning landscape, it’s essential to keep up to date with regular legislative changes and meet complex client needs. Our Personal Financial Planning (PFP) Section membership offers a range of financial planning resources and support to keep you on track, including:
Financial planning tools like the Guide to Social Security Planning
Proactive planning for strong client relationship building
Continuing professional education through webcasts; as a member, you enjoy 16 hours of complimentary CPE credits