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Browse Phelan, Sarah 1-7 out of 7 article(s) Title Type Date Words What every CPA needs to know about life insurance. Jul 1, 2001 1958 PFS update: PFS designation and MEP system. Jul 1, 2001 307 College savings update. Jul 1, 2001 901 A current focus on IA services. Apr 1, 2000 1123 PFP developments and tools. Jan 1, 2000 1096 The PFS examination. Aug 1, 1999 1262 Obtaining the personal financial specialist credential. May 1, 1999 1064

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