Personal Financial Planning

The Personal Financial Planning Section is the premier provider of information, tools, advocacy and guidance for practitioners who specialize in providing estate, tax, retirement, risk management and investment planning advice.

Search within the Personal Financial Planning


Financial Planning Digest


PFP Bootcamp - Certificate Program

With approximately 10,000 baby boomers a day turning 65 over the next 10 years, many of your clients are looking for help planning their taxes, retirement, estate, risk management and investments.  Are you prepared to help them?

The AICPA's Retirement Planning Certificate Program or the Personal Financial Planning Bootcamp will help you gain the expertise you need to ensure you're ready to assist your clients. The programs includes dynamic courses covering technical information you need to know through online, on-demand training.  As an added bonus, use this to take you one giant step closer to earning the CPA-exclusive Personal Financial Specialist credential. 

More on AICPA TV