Extend your workshop experience with these tools and resources CPA.com Financial Planning Advisory Service Workshop Materials Financial Planning Resources Determining Goals Budgeting Credit/Debt Emergency Fund Education Planning Retirement Planning AICPA's PFP Section AICPA Personal Financial Planning Certificates Financial Planning Practice Management Tools AICPA's Personal Financial Scorecard New client questionnaire Sample Client First Year Plan Sample Financial Summary Staffing Diagram and sample Job Descriptions AICPA's Roadmap to Developing a Tax & Financial Planning Business AICPA's Personal Financial Specialist Credential (CPA/PFS) Workshop Activities AICPA's Analysis of a tax return for financial planning opportunities Resources We Mentioned Bob's Bar-B-Que Yes
