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The AICPA’s Personal Financial Planning Section is the premier provider of information, tools, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice to individuals and closely held entities. All members of the AICPA are eligible to join the PFP Section. If you are a CPA who wants to demonstrate your expertise in this subject matter, become a Personal Financial Specialist credential holder.
PFP Practice Center
Navigate critical components of your CPA financial planning practice, from determining whether you need to register as an investment adviser to consideration of the most effective software to run a successful practice.
Member Communications
Read timely news of interest to CPA financial planners. Remain current on the latest estate, tax, retirement, investment and risk management topics with our weekly PFP News, the award-winning bi-monthly Planner and Bob Veres’ Inside Information Newsletter service.
Legislative & Regulatory News
Stay up to date on legislative and regulatory issues of importance to you and your clients. Keep informed of AICPA representation of your interests in Washington.

Spotlight

Estate Planning Resources
Download materials containing actionable advice and resources you can take to your clients now regarding the estate tax repeal and estate review you and your client should be doing.
Guidance on Roth IRA Conversions
Stay up to date on current rules and regulations, critical topics and how to implement Roth conversions and recharacterizations into your planning.
Join Today & Save $50!!
Join the PFP Section or become a PFS credential holder before July 31st and save $50 off your first year of membership when you enter promocode CPALDPFP at checkout.
Overview of the PFS Credential
Learn what it takes to become a Personal Financial Specialist

PFP & PFS Web Seminars
Register for upcoming web seminars and access our library of archived seminars and related materials

Bob Veres' Inside Information
A leading information source for the elite of the financial planning/financial services profession

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The Value of PFP and PFS

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Financial Planning Digest

Receive a FREE monthly e-newsletter, Financial Planning Digest, containing updates on trends, news, legislation and events of interest to CPAs who practice in the areas of tax, estate, retirement, investments and insurance.

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