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Practice Matrix Stages

Stage #1 Beginner - Starts with the business idea and ends when your income exceeds your expenses.

Stage #2  Operational/Early Profitability - Starts when you are making a profit, ends when you become self-supporting.
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Attestation (Form)

A form required to be signed and submitted each year at renewal; it indicates themember's compliance with ACA's membership requirements.
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CPA/PFS

Certified Public Accountant designation granted by the American Institute of Certified Public Accountants after the completion of a comprehensive exam and educational requirements. PFS is a specialized
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SEC

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Pyramid

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Suggested Funds List

A list of no-load mutual funds & ETFs that have been screened by the SFL PAT. It's a great starting point for making investment decisions. (Formerly known as the Directed Portfolio.)
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ADV

The form/disclosure that is required to be completed and maintained by those seeking or functioning as Registered Investment Advisor with either the state of the SEC.
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