The AICPA Personal Financial Planning Section assists CPAs who are interested in, or offering a range of personal financial planning services including tax, estate, retirement, elder planning, risk management, insurance or investment advisory.
The AICPA Personal Financial Planning (PFP) 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 resources and client communication tools, such as Forefield Advisor (a $469 value);
- Tools including sample forms, checklists, templates and more;
- Practice management guides;
- Member communications that discuss trends and issues affecting the PFP community; and
- Information and discounts on PFP-related products and events.
The Value of the AICPA's Personal Financial Planning Section Membership
Real-life CPAs speak about the importance of their membership in the PFP section and why they feel it is the professional home for CPA financial planners.
Join the Personal Financial Planning Section Today! Here's How to Become a Member
Current AICPA members, sign in
with your member login and add the section
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Having problems joining? Call our Member Service Center at 888.777.7077
(Mon. - Fri. 9am - 6pm ET)
Complimentary CPE Credit for New Members!
As a new PFP Section member, you can receive up to four complimentary CPE credits when you attend PFP Section-sponsored web seminars. The value of the CPE credits more than pays for your first year of membership. Become a member today and see why so many CPAs turn to the AICPA PFP Section for resources for help with tax, estate, retirement, investment and risk management planning.
Find out more about The AICPA's Personal Financial Planning Section.
If you're a CPA/PFS Credential holder, you already have access to PFP sections benefits. Start enjoying them today.