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 AICPA PFP News, including all of the latest leg/reg updates, new and updated member benefits and much more.

Access the array of benefits and resources for CPA/PFS credential holders and learn about the process for obtaining the credential.

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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.
PFS Exam Practice Questions
PFS exam practice questions and case studies for the PFS exam are now available (previously part of the review CPE course). Access hundreds of practice questions on all topics of the PFS exam including the new areas of elder and education planning which can help you prepare for the 2017 exam.
Make the Most of Your Membership
Learn how to effectively navigate the PFP Section website and maximize your PFP Section benefits by bookmarking this page. Watch brief videos which will take you step-by-step through the website and will help explain the extensive suite of resources and tools available to you as a section member. Also, be sure to take a look at the member benefit list which is a comprehensive, easy-to-use list of your section member benefits.

An independent study of 800+ consumers with a net worth of $500,000 to $5 million+, shows that “personal financial planning” is the most appealing term for services ranging from tax planning to retirement planning. And three out of four associate CPAs with financial planning.

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.

This volume includes new enhancements for 2016 including major law changes made by the 2015 PATH Act; new estate basis consistency reporting rules and updates on the Affordable Care Act and the ABLE Act.

Financial Planning Digest

Retrieving Data


Personal Financial Planning Conference at Engage

Bring the greatest value to your clients by becoming the most trusted resource for navigating shifts and changes in the global economy. Immersed in three days of leading-edge best practices and ideas from esteemed thought leaders in financial planning, you’ll learn why past attendees rave about this conference every year.

Choose among five tracks for focused learning: Insurance and Risk Management, Investment Management, Practice Management and Technology, Wealth Management and Tax, and Retirement Planning. You’ll refine business strategies, implement new techniques, and learn a holistic approach to every life stage affecting your client’s financial outlook.

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Stay on top of what’s new. The AICPA wants your practice to thrive. Take a look at the benefits your AICPA membership provides and the extra perks you can get by joining the PFP Section, such as the highly popular guides, newsletters and checklists. 

Join the PFP Section 

The PFP Section supports CPAs involved in any aspect of personal financial planning including income tax, estate, retirement, investment, or insurance planning. 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!

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