Membership

    Membership 




    To support CPA personal financial planners, AICPA offers two membership programs: the Personal Financial Planning (PFP) Section and the Personal Financial Specialist (PFS) Credential. Membership in each program entitles members to premium content (as indicated by padlocks  on this Web site), with resources, tools, and networking opportunities needed to support the CPA financial planner.







    The primary objective of the PFP Section is to support its members by providing resources that enable them to perform valuable PFP services in the highest professional manner.  View a complete listing of member benefits by membership type (with links to access all benefits).

    Open Hide documents in this section

    Page  1 2 3 4
    Showing results 1 - 15 of 60
    Order by:


    FAQs for Prospective CPA/PFS Credential Holders (Applicants)

    FAQ Frequently asked questions for CPA/PFS applicants.
    Published on February 19, 2015

    Personal Financial Specialist (PFS) Exam

    Overview Learn how to prepare for the Personal Financial Specialist (PFS) exam.
    Published on February 19, 2015

    PFS Exam Review Options

    Overview Learn about the PFS Exam Review program at the AICPA.
    Published on February 18, 2015

    Personal Financial Planning Boot Camp Registration

    Overview The Personal Financial Planning Boot Camp provides attendees with an overview of all areas of the PFP discipline in a systematic manner to prepare them for the PFS exam.
    Published on February 18, 2015

    2015 Months in Review

    Overview Recap of PFP milestones and resources released or revised in the current month.
    Published on February 04, 2015

    2014 Year in Review

    Overview Recap of PFP milestones and resources released or revised in 2014.
    Published on January 30, 2015

    FAQs for CPA/PFS Credential Holders

    FAQ Frequently asked questions about the CPA Personal Financial Specialist Credential.
    Published on January 30, 2015

    The CPA Personal Financial Specialist (PFS) Credential

    Overview Learn about the Personal Financial Specialist (PFS) Credential.
    Published on January 30, 2015

    PFP Member Advantages

    Application Contains the list of benefits for PFP Section members and PFS Credential holders along with the application.
    Published on January 20, 2015

    Forefield 2015 Key Numbers-Excerpt

    Tools The following 2 page excerpt features retirement planning key numbers for 2013-2015, and is extracted from the longer 2015 Key Numbers document from Forefield Advisor, available to PFP/PFS members.
    Published on January 12, 2015

    PFP Member Advantages by Membership Type

    Overview Complete listing of member benefits for PFP and PFS.
    Published on January 05, 2015

    PFP Health Care Reform Whitepaper

    Primer This informative white paper provides a comprehensive overview of the impact and implications of the new health care legislation for your firm and your clients. The information is categorized by employer size and individuals for a quick but thorough read.
    Published on December 19, 2014

    PFP & CPA/PFS Learning Opportunities

    Overview Education related opportunities to develop professionally and be prepared for the PFS exam.
    Published on December 08, 2014

    Learn More About the CPA/PFS Credential

    Overview Learn More About the CPA/PFS Credential.
    Published on November 20, 2014

    CPA/PFS Credential Recertification

    Overview Every three years, CPA/PFS credential holders are required to certify that they meet the continuing education and membership requirements of the credential.
    Published on October 27, 2014

    Page  1 2 3 4
    Showing results 1 – 15 of 60
    Show Results per page
    Copyright © 2006-2015 American Institute of CPAs.