PFP Practice Guides

    PFP Practice Guides 

    PFP Section Members and PFS Credential holders receive free online access to selected AICPA PFP Practice Guides.

    References and resources have been included to assist you in your practice. These useful guides present non-authoritative guidance on various PFP technical and practice management topics.

    The technical guides summarize applicable best practices and deliver “how-to” advice for handling both common and unusual PFP technical issues and assessing associated business risks. Practice management titles discuss relevant and timely matters associated with the conditions and procedures unique to the delivery of PFP services.

    Access these guides via the PFP Collection in the AICPA’s Online Professional Library. This searchable, web-based collection of PFP guides is superior to downloadable and eBook formats because it allows you to search, bookmark and download to PDF from one convenient location, as well as allows for more frequent updates to content. 

    Open Hide documents in this section

    Page  1
    Showing results 1 - 7 of 7
    Order by:


    PFP Practice Guides

    Overview These useful guides present non-authoritative guidance on various PFP technical and practice management topics.
    Published on November 24, 2014

    Guide to Developing and Managing a CPA PFP Practice

    Practice Aid The guide will lead you through a range of business processes most frequently encountered when developing and managing a CPA Personal Financial Planning practice.
    Published on July 14, 2014

    Guide to Developing and Managing a CPA PFP Practice

    Guide A practice guide to help develop and manage a CPA PFP Practice.
    Published on July 14, 2014

    The CPAs Guide to Investment Adviser Registration

    Guide The content within this guide is meant to provide you with a broad overview of the investment advisory market. CPAs who are providing personal financial services are in an optimal position to add investment advisory services to their business.
    Published on July 14, 2014

    Roadmap to Developing and Managing a CPA Personal Financial Planning Practice

    Guide The Roadmap is your PFP atlas, with the information you need to plot a route to successfully add PFP as another value-added service to your established practice.
    Published on July 14, 2014

    The CPAs Guide to Technology in a PFP Practice, Part I

    Guide Part 1 of the CPA’s Guide to Technology covers the technological components of a successful PFP practice, CRM applications, portfolio management and accounting software, and financial planning software.
    Published on June 19, 2014

    CPAs Guide to Technology in a PFP Practice

    Guide A look at the essential technology components of the efficient personal financial planning firm
    Published on June 19, 2014

    Page  1
    Showing results 1 – 7 of 7
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.