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).

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    Implementing Section 7216

    Article IRS regulations on the unauthorized disclosure or use of tax return information went into effect on January 1, 2009. For purposes of the revised section 7216 regulations, CPAs should understand that, in general, they will not need to obtain written cons
    Published on July 22, 2014

    2014 Months in Review

    Overview A look back at the various milestones, as well as member benefits released during each month of the current year.
    Published on July 16, 2014

    2013 Year in Review

    Overview A look back at the various milestones, as well as member benefits released or revised in 2013.
    Published on July 15, 2014

    PFP Section Benefits for Prospective Members - Overview

    Overview PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
    Published on July 15, 2014

    PFP Member Discounts

    Product 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.
    Published on July 09, 2014

    Become a Personal Financial Specialist (PFS)

    Overview More than a financial planner, only CPAs can hold the CPA/PFS credential. Combining the trust and expertise of the CPA with the CPA/PFS credential will affirm your value to current and potential clients and employers. Expand your professional opportunities with the Personal Financial Specialist credential.
    Published on July 08, 2014

    Spectrems Millionaire Corner Membership

    Product CPA/PFS receive 20% off Millionaire Corner, a high net worth investor prospecting resource including a web profile, video, client satisfaction survey, and newsletter subscription.
    Published on June 23, 2014

    PFS Credential Referral Program

    Overview Information about the CPA/PFS credential referral program to promote the credential.
    Published on June 23, 2014

    PFS Exam Review Options

    Overview Learn about the PFS Exam Review program at the AICPA.
    Published on June 18, 2014

    PFS Program Overview Flyer

    Overview A 2 page PDF summary of the current year's PFS requirements and programs.
    Published on June 18, 2014

    PFP Benefits At A Glance

    Overview Contains the list of benefits for PFP Section members and PFS Credential holders.
    Published on June 18, 2014

    The CPA Personal Financial Specialist (PFS) Credential

    Overview Learn about the Personal Financial Specialist (PFS) Credential.
    Published on June 11, 2014

    ADV Part 2B Brochure Supplement

    Tools To assist you in completing Part 2B of Form ADV, the AICPA has written descriptions of both the CPA and PFS designations.
    Published on June 11, 2014

    CPA/PFS Credential Application Pricing

    Application The PFS Credential Pricing provides information about credential fee pricing guidelines.
    Published on June 11, 2014

    PFS Exam Test Center Procedures

    Overview Information about the test centers for the PFS Exam test takers.
    Published on May 20, 2014

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