In This Section

This section is your home for all the business resources you need to start and run your firm. Here you’ll find: 

  1. Resources for you to use to develop an internship program within your firm
  2. A CE tracker for you to track your CFP, EA (both IRS & NAEA), and NAPFA CE
  3. Ideas for creating an organization chart for your firm
  4. Contingency and continuity planning resources 
  5. KPI and benchmarking resources
  6. Guide for planning an annual retreat 
  7. A comprehensive checklist for launching your firm