Membership

PFP Member Discounts

One of the valuable benefits of being a member of the PFP Section is the discounts that you receive on a variety of AICPA and third-party products and services. Click on any one of these for more information.

Please note: PFP members can attend web seminars with top experts in the relevant topical areas for free without CPE.

* DISCLAIMER: References to the products or services provided below do not imply any form of endorsement, non-endorsement, support or commercial gain by the AICPA.

Discounts off AICPA member prices

Description	Discount Amount
Conferences
- Advanced Personal Financial Planning	$100
- Tax Strategies for the High Income Individual	$100
- Advanced Estate Planning	$100
CPE
- Web seminars	$15+ ea.
- Self-study PFP courses (6)	$50 ea.
- PFS Exam Review Course	$125
PFS Credential Exam	$100
PFS Exam Sponsorship (if eligible)	$400
Selected books on PFP topics (available on CPA2Biz - search on "PFP")	20%

Discounts from Third Parties*

Description	Discount Amount
Forefield Products
- Forefield Advisor - $449 value	Free
- Newsletters, Seminars, Web Resources, and Composer	20%
Inside Information Newsletters - $349 value	Free
Spectrem Group Newsletters:
- Affluent Investor Index	Free
- Other Newsletters	45%
Spectrem's Millionaire Corner	20%
FinaMetrica	10%
Total Rebalance Expert (TRX)®	10%
eMoney Advisor
- eMoney 360 Pro	40%
- eMoney 360	33%
- Advisor Marketing	10%
The Kitces Report (Learn about this newsletter subscription)	10%

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