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.


    Transition from Tax Prep to Financial Planning
    Now that April 15th is behind you, post-tax season client meetings give you the opportunity to reconnect with clients and launch future planning engagements based on needs identified during tax season. Utilize resources from the PFP Section to leverage your hard work during busy season.
    AICPA Issues New PFP Standards and Compliance Toolkit
    Effective July 1, 2014, the AICPA’s Statement on Standards in Personal Financial Planning Services was issued to provide authoritative guidance and establish enforceable standards for members practicing in PFP.
    Planning after ATRA and the Net Investment Income Tax Toolkit
    ATRA and NIIT have added more complexity to planning given that you now have to navigate through a multi-layer tax system in conjunction with running multi-year scenarios to gain a clear picture of the tax landscape in order to advise your clients on virtually all of their personal financial planning decisions.

    This comprehensive 1000-page, 4-volume, downloadable publication provides guidance to CPAs advising clients in estate, tax, retirement, investment and risk management matters, as well as reflects the new law and planning implications of the American Taxpayer Relief Act of 2012 (ATRA) and net investment income tax..

    Save the date! The PFS Exam is a comprehensive financial planning exam that covers all of the disciplines that make up personal financial planning. 2014 PFS Exam is scheduled from December 15, 2014 - January 26, 2015.

    OPL is a web-based collection of PFP guides that provides access to the information, guidance, and standards available to help members specializing in offering tax, estate, retirement, risk management and investment planning advice to individuals, families and business owners.

    Financial Planning Digest 

    Receive a FREE weekly 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.


    Helping Your Clients Make Sense of a Changing and Complex Financial Environment

    What is it about today’s environment that makes financial planning so critical for your clients? Hear from AICPA President and CEO, Barry Melancon, CPA, CGMA about the opportunities to guide your clients and grow your practice through tax, retirement and estate planning. And learn more about the free resources available to help you succeed.

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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. All members of the AICPA are eligible to join the PFP Section!

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