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.

    Attend the most technically advanced personal financial planning conference inside and outside the CPA profession.

    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.


    PFP Resources
    Find an extensive suite of resources in practice management, tax, estate, retirement, risk management and investments. The personal financial planning resources section within the AICPA site helps members to keep up with the latest planning strategies and trends in personal financial planning services so that they can practice competently and profitably.
    PFP Online Professional Library
    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.
    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.

    Jan 17-18. Explore nine personal financial planning business models and hear insights from successful CPAs who have built their practices to provide the highest value for their clients.

    The course is based on the comprehensive outline of topics covered on the PFS credential exam, so participants will receive from a broad understanding of how these topics interact with one another.

    Many CPA financial planners added financial planning services to their tax practices because their clients asked questions that went beyond taxes, including educating children, transferring wealth, protecting assets, funding retirement, etc.

    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. 

    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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