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.







    The primary objective of the PFP Section is to support its members by providing resources that enable them to perform valuable PFP services in the highest professional manner.  View a complete listing of member benefits by membership type (with links to access all benefits).

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    2014 Months in Review

    Overview A look back at the various milestones, as well as member benefits released during each month of the current year.
    Published on November 24, 2014

    PFP Member Advantages by Membership Type

    Overview Complete listing of member benefits for PFP and PFS.
    Published on November 21, 2014

    The CPA Personal Financial Specialist (PFS) Credential

    Overview Learn about the Personal Financial Specialist (PFS) Credential.
    Published on November 20, 2014

    Learn More About the CPA/PFS Credential

    Overview Learn More About the CPA/PFS Credential.
    Published on November 20, 2014

    Personal Financial Specialist (PFS) Exam

    Overview Learn how to prepare for the Personal Financial Specialist (PFS) exam.
    Published on November 19, 2014

    Personal Financial Planning Boot Camp Registration

    Overview The Personal Financial Planning Boot Camp provides attendees with an overview of all areas of the PFP discipline in a systematic manner to prepare them for the PFS exam.
    Published on November 19, 2014

    PFS Exam Review Options

    Overview Learn about the PFS Exam Review program at the AICPA.
    Published on November 17, 2014

    FAQs for Prospective CPA/PFS Credential Holders

    FAQ Frequently asked questions for CPA/PFS applicants.
    Published on October 29, 2014

    CPA/PFS Credential Recertification

    Overview Every three years, CPA/PFS credential holders are required to certify that they meet the continuing education and membership requirements of the credential.
    Published on October 27, 2014

    AICPA PFS Exam Sponsorship Program

    Overview The AICPA PFP Section is offering sponsorships to help with the costs associated with the candidates taking both the PFS Exam Review Course and the PFS Exam.
    Published on October 23, 2014

    PFP Member Discounts

    Product One of the valuable benefits of being a member of the PFP Section is the discounts that you receive on a variety of AICPA and third-party products and services.
    Published on October 16, 2014

    MoneyGuidePro Financial Planning Software Discount for AICPA Members

    Tools AICPA members receive $200 off MoneyGuidePro Financial Planning Software.
    Published on October 14, 2014

    PFP & CPA/PFS Learning Opportunities

    Overview Education related opportunities to develop professionally and be prepared for the PFS exam.
    Published on October 13, 2014

    PFP Division 2012 Year in Review

    Overview Here’s a look back at the various milestones, as well as member benefits released or revised in 2012.
    Published on October 06, 2014

    Time Sensitive Resources to Assist with 2013 Planning

    Overview For a limited time, access two popular PFP Section resources at no charge to help educate your clients.
    Published on October 02, 2014

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