AICPA Personal Financial Planning Membership Section

The AICPA Personal Financial Planning Section assists CPAs who are interested in, or offering a range of personal financial planning services including tax, retirement, PrimePlus/Eldercare, risk management, insurance or investment advisory.

The AICPA Personal Financial Planning Section offers a variety of resources and programs that help broaden technical expertise, improve competency and help deliver high-quality PFP services. The Section also supports CPAs to help them grow and manage their PFP practice as well as maximize their profitability. These benefits include:

• Updates on legislative, regulatory and compliance matters;
• Technical materials and guidance from Forefield Advisor (a $400 value);
• Tools including sample forms, checklists, templates and information for client communications;
• Practice management guides;
• Member communications that discuss trends and issues affecting the PFP community; and
• Information and discounts on PFP-related products and events.

Click here for more information about The AICPA Personal Financial Planning Section.

Please Note: You must be signed in as an AICPA Member to purchase a Section Membership.