Members share their favorite PFP Section resources and how they benefit them in their daily work.
Resources
Member perspectives: Get support with the PFP Section
Sep 21, 2023 · 1 min watch
As a trusted financial planner, you must navigate legislative changes, anticipate the financial impact of clients’ life events and craft personalized solutions that align perfectly with your clients’ unique financial goals.
PFP Section membership empowers you to educate and guide your clients through shifting goals and build trusting relationships.
Brooke Salvini, CPA/PFS, CFP, Principal, Salvini Financial Planning, highlighted the Guide to Social Security Planning — 8th Edition as one of her go-to resources.
Jean-Luc Bourdon, CPA/PFS, Founder and Wealth Advisor, Lucent Wealth Planning, notes that the included CPE makes PFP Section membership a “no-brainer.”
In addition to CPE webcasts, PFP Section members can access resources, such as:
Technical library with practice guides
Toolkits
Legislative and regulatory news
Video and podcast library
Propel your professional development with PFP Section membership.
What did you think of this?
Every bit of feedback you provide will help us improve your experience
What did you think of this?
Every bit of feedback you provide will help us improve your experience