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Membership

Membership 



To support CPA personal financial planners, AICPA offers two membership programs: the Personal Financial Planning (PFP) Section and the Personal Financial Specialist (PFS) Credential. Membership in each program entitles members to premium content (as indicated by padlocks  on this Web site), with resources, tools, and networking opportunities needed to support the CPA financial planner.

View a complete listing of member benefits.




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AICPA/AAML Conference on Divorce

AICPA Store April 24–25, 2014 – Las Vegas, NV – The Conference of the Year for Financial Professionals and Lawyers! This biennial conference focuses on the latest issues regarding valuation of businesses and marital assets. Most sessions feature the perspective of an expert CPA and expert Attorney.

Estate Planning Online Conference

AICPA Store July 15-17, 2013 - Baltimore, MD: Attend the conference that provides technical training on all current aspects of estate, gift and inheritance planning.

Process Excellence

AICPA Store In this course, we cover what processes are and how they operate in a business, how to recognize the state of maturity of process management in your business, and to measure and report the performance and state of each key process. We then go on to consider the methods for improving and designing processes for optimum performance, before finally looking at the drivers of successfully deploying process excellence.

Lean Six Sigma

AICPA Store In this course we cover the Seven Key Principles behind Lean Six Sigma, and look at reducing Waste and reducing Defects and Variation. We also look at how to secure Stakeholders’ acceptance of the changes required, as well as the detailed steps of the DMAIC (Define, Measure, Analyse, Improve and Control) methodology.

AICPA Tax Membership Section

AICPA Store For CPAs with tax practices who want the tools, technologies and peer interaction that lead to enhanced service delivery. Over 23,000 CPAs have already joined the AICPA's popular Tax Section. The Section keeps members up-to-date on tax legislative and regulatory developments.

2007 AICPA/Moss Adams CPA Financial Planning Practice Study

AICPA Store This landmark study, drawing on detailed information from more than 400 practices across the country, provides insights into how successful CPA financial planners are running their practices—and the challenges that they face.

CPExpress

AICPA Store CPExpress is a comprehensive, easy-to-use online learning resource, and a great way to earn CPE. Need to brush up on a particular subject? Looking for a brief overview? CPExpress has hundreds of hours of CPE in 1 – 2 credit courses.

Strategic Performance Measures

AICPA Store This course teaches how to apply the use of Market Value Added (MVA) as a performance metric and its limitations.

Advising Clients in Tough Times

AICPA Store Clients are looking for guidance and reassurance to help them get through this tough economic period with as little downside as possible and to plan for their and their family's future. Be prepared to anticipate their questions and address their concerns with the help of this book.

New Age Budgeting

AICPA Store This module explores today’s shortcomings, the real needs for the 21st Century and alternate approaches.

Feed the Pig – Piggy Bank

AICPA Store Great promotional giveaway.

AICPA Personal Financial Planning Membership Section

AICPA Store The AICPA Personal Financial Planning Section membership is voluntary for CPAs and other professionals who provide personal financial planning services to individuals and families. The PFP Section member benefits include The CPA's Guide to Financial and Estate Planning among numerous practice guides, as well as free web seminars led by renowned experts, award-winning newsletters like Planner, and invaluable networking opportunities with CPAs around the country.

Commercial Skills for Finance Professionals

AICPA Store This course focuses on perhaps the most overlooked areas of commercial skills required by anyone in finance or, indeed, any other part of an organization - namely the ability to operate as a true business partner, and to have behavioral and operational skills, that mean we can listen and communicate and empathize with work colleagues and management in such a way that we are heard, that we're taken seriously, and that we have real influence.

Activity Based Costing Made Easy

AICPA Store This course gets back to the basics of ABC principles and demonstrates how it can be practically adopted with a minimum of pain and fuss.

Feed the Pig – Weepul

AICPA Store Great promotional giveaway.

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