PFP Member Advantages by Membership Type 



The AICPA’s Personal Financial Planning (PFP) Section is the premier provider of information, tools, advocacy, and guidance for CPAs who specialize in providing estate, tax, retirement, risk management, and investment planning advice to individuals and their closely held entities. 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. Members of this section broaden their technical expertise, improve their professional competence, and receive resources to deliver high-quality, profitable PFP services.



Watch:    
Demo: Tour PFP member benefits and the website

                Video: Learn how CPA financial planners have used PFP Section resources in practice

Member Benefits

AICPA Member

 PFP Section Member

CPA/PFS Credential Holder

Webcasts and podcasts led by experts from around the country


AICPA members have access to select free events without CPE (thought leadership, etc.) They also have access to select podcasts for free

- 4 complimentary CPE accredited PFP Section-sponsored webcasts
on an annual basis;

- discount on all other CPE-accredited PFP Section-sponsored webcasts;

- select free events without CPE

- PFP/PFS have access to all podcasts for free in the library

- 4 complimentary CPE accredited PFP Section-sponsored webcasts
on an annual basis;

- discount on all other CPE-accredited PFP Section-sponsored webcasts;

- select free events without CPE

- PFP/PFS have access to all podcasts for free in the library

PFP Learning Library (webcasts, podcasts, and videos featuring experts from around the country) 


Limited events free to all


All recording and materials are archived for free without CPE after the live event


All recording and materials are archived for free without CPE after the live event

Forefield Advisor (member communication & education tool; $499 value for FREE)

Toolkits on popular topics, such as Planning After ATRA and the Net Investment Income Tax 

 

Extensive library of PFP practical guides and technical guides, such as
The CPA’s Guide to Financial and Estate Planning,
The CPA’s Guide to Social
Security Planning,
The CPA’s Guide to Financing Retirement Healthcare
, The CPA's Guide to Practical Retirement Planning and more

Several guides are available for purchase for non-members

Free excerpts available

Resource pages by subject matter, including estate, retirement, tax, investment, practice management, risk management, consumer content and legislative/regulatory news.

 

Statement on Standards in Personal Financial Planning Services and related toolkit


Toolkit available for purchase

Legislative & regulatory news & advocacy


Specific to PFP


Specific to PFP

Financial Planning Digest (weekly digest summarizing PFP news, trends, legislation & more)

PFP News (weekly e-newsletter featuring member-exclusive resources, news & events)

 

Bob Veres’ Inside Information newsletter, e-columns & media reviews ($349 value for FREE) 

 

PFP Practice Center (guidance on developing a PFP practice)

 

Fox Financial Planning Network (CPA-customized financial planning training & workflow system)


Limited free content


Free & deeply discounted content


Free & deeply discounted content

Discounts on CPE, events & publications, including the highly rated annual Advanced PFP Conference in January


In addition to AICPA member  discount


In addition to AICPA member  discount

PFP Business Development Toolkit 

 

CPA/PFS Business Development Toolkit

   

Listing in the Find a CPA/PFS Database 

   

Media, speaking and writing opportunities

   





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