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.
Find an extensive suite of resources in practice management, tax, estate, retirement, risk management and investments.
Access the most recent PFP News, Legislative/Regulatory Advocacy, Bob Veres Media Reviews, Inside Information and E-columns, Tax Adviser, Journal of Accountancy, Financial Planning digest and T3 Hub Technology Newsletters
Access the array of benefits and resources for CPA/PFS credential holders and learn about the process for obtaining the credential.
Both you and your clients benefit from the deeper relationship planning services offer. You don’t need to know everything about their financial lives to serve as their primary point of contact. Visit our hub for planning & tax advisory services to learn more.
If you’re like most CPAs, your focus is on your clients’ needs. If you are considering expanding or formalizing planning & tax advisory services, let the Roadmap guide you on your journey.
The AICPA Personal Financial Planning Section podcast channel has officially launched! Go ahead and check it out on iTunes or Pod-o-Matic.
The Adviser’s Guide to Financial and Estate Planning - Volume 2 The 2018 edition of one of the most popular PFP/PFS member benefits is now available and updated for the Tax Cuts and Jobs Act! This comprehensive 1000-page, 4-volume, downloadable publication provides guidance to CPAs advising clients in estate, tax, retirement, investment and risk management matters, as well as reflects the latest laws and planning implications. Access pre- and post-mortem planning, planning for business owners, executives and more in this recently updated guide. Watch PFP News for Volume 3-4 later this summer.
4 Free CPE Events PFP/PFS members receive 4 complimentary CPE-accredited PFP Section-sponsored webcasts on an annual basis. Visit the PFP webcast calendar to view these events and how to redeem your complimentary credits. Note that recordings and presentations materials from all PFP Section-sponsored webcasts are posted to our learning library after the live event. Viewing these archived recordings does not qualify for CPE.
Broadridge Training Videos Broadridge Advisor contains thousands of ready-to-go presentations, client alerts, calculators and much more. Watch these new training videos to help you make the most of this powerful tool.
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
- CPA financial planner & CPA/PFS Business Development Toolkit
- Estate Basis Consistency Reporting Resource Center
- Impact of Tax Reform on Planning Toolkit
- Tax Reform Resource Center (PFP/Tax Section collaboration)
- Your CPA Practice & Planning Toolkit
- Roth IRA Conversions Guidance
- Tax Aware Investing resources
- Long-Term Care Insurance resources
Join the PFP Section
The PFP Section supports CPAs involved in any aspect of personal financial planning including tax, retirement, estate, risk management and investments. This video demonstrates how CPA financial planners have used the PFP Section resources in practice.
All members of the AICPA are eligible to join the PFP Section!
Follow the PFP Section on LinkedIn!