Membership

    Personal Financial Planning (PFP) 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.







    Welcome to the home for objective personal financial planning professionals! Watch a video featuring our PFP Executive Committee chair, Lyle Benson, welcoming you to the PFP Section.

    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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    AICPA PFS Exam Sponsorship Program

    Overview The AICPA PFP Section is offering sponsorships to help with the costs associated with the candidates taking both the PFS Exam Review Course and the PFS Exam.
    Published on July 01, 2015

    PFS Credential Reinstatement Application

    Application Application for members to reinstate their PFS credential if they have ever held it in the past.
    Published on July 01, 2015

    CPA/PFS Credential Application Pricing

    Application The PFS Credential Pricing provides information about credential fee pricing guidelines.
    Published on June 30, 2015

    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 30, 2015

    PFP Member Advantages by Membership Type

    Overview Complete listing of member benefits for PFP and PFS.
    Published on June 29, 2015

    The CPA Personal Financial Specialist (PFS) Credential

    Overview Learn about the Personal Financial Specialist (PFS) Credential.
    Published on June 22, 2015

    Personal Financial Specialist (PFS) Exam

    Overview Learn how to prepare for the PFS exam. Ideal if you are a an accounting professional pursuing the Personal Financial Specialist (PFS) credential or a regular CPA looking to improve your financial planning knowledge.
    Published on June 22, 2015

    FAQs for Prospective CPA/PFS Credential Holders (Applicants)

    FAQ Frequently asked questions for CPA/PFS applicants.
    Published on June 22, 2015

    PFP Member Advantages

    Application Contains the list of benefits for PFP Section members and PFS Credential holders along with the application.
    Published on June 04, 2015

    2015 Months in Review

    Overview Recap of PFP milestones and resources released or revised in the current month.
    Published on June 02, 2015

    PFS Credential Application Kit

    Brochure Download the PFS Application Kit.
    Published on May 22, 2015

    PFS Credential Exam Registration & Scheduling Terms and Conditions

    Overview An overview of the critical information needed to register for the PFS exam.
    Published on April 29, 2015

    Why the CPA/PFS Credential

    Overview Learn what having the CPA/PFS credential tells your clients.
    Published on April 28, 2015

    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 April 21, 2015

    2014 Year in Review

    Overview Recap of PFP milestones and resources released or revised in 2014.
    Published on April 13, 2015

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