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.

    Spotlight

    PFP Learning Library
    Our PFP learning library brings all events and podcast together in one place for you to learn from the convenience of your office.
    2nd Quarter PFP Trend Survey Results
    The survey focused on concerns that face elderly clients and the services CPAs provide to them. A media release and executive summary are available for your use.
    CPA's Guide to Practical Retirement Planning
    The CPA’s Guide to Practical Retirement Planning provides a comprehensive look the “science” of retirement planning (what the CPA needs to know), and then the “art” (communicating this knowledge to clients in various stages of life).

    This new program is aimed to recognize CPAs age 40 or younger in personal financial planning who exhibit exemplary professional achievement. Partners or managers can nominate these visionary leaders or applicants can self-nominate with an accompanying letter of recommendation.

    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.

    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.

    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.

    Popular Resources 

    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. 

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    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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