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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    The CPA Personal Financial Specialist (PFS) Credential

    Overview Learn about the Personal Financial Specialist (PFS) Credential.
    Published on September 26, 2014

    Personal Financial Specialist (PFS) Exam

    Overview Learn how to prepare for the Personal Financial Specialist (PFS) exam.
    Published on September 26, 2014

    Why the CPA/PFS Credential

    Overview Learn what having the CPA/PFS credential tell your clients.
    Published on September 26, 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 September 25, 2014

    PFS Program Overview Flyer

    Overview A 2 page PDF summary of the current year's PFS requirements and programs.
    Published on September 25, 2014

    PFS Exam Review Options

    Overview Learn about the PFS Exam Review program at the AICPA.
    Published on September 23, 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 September 18, 2014

    PFP Section Benefits for Prospective Members - Overview

    Overview PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
    Published on September 16, 2014

    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 September 02, 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 September 02, 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 September 02, 2014

    An Introduction to Forefield Newsletters

    Overview Forefield Newsletters is a full-featured, monthly financial planning newsletter service offered to financial professionals to create customized, FINRA-reviewed and fully branded newsletters for clients.
    Published on August 27, 2014

    CPA/PFS FINRA Series 65 Exam Waiver Information

    Overview FINRA Series 65 waiver information for PFS credential holders.
    Published on August 27, 2014

    About Us - AICPA PFP

    Overview The AICPA's Personal Financial Planning ( PFP) division enjoys renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential.
    Published on August 21, 2014

    Become a Personal Financial Specialist (PFS)

    Overview More than a financial planner, only CPAs can hold the CPA/PFS credential. Combining the trust and expertise of the CPA with the CPA/PFS credential will affirm your value to current and potential clients and employers. Expand your professional opportunities with the Personal Financial Specialist credential.
    Published on August 19, 2014

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