PFP Practice Guides

    PFP Practice Guides 

    PFP Section Members and PFS Credential holders receive free online access to selected AICPA PFP Practice Guides.

    References and resources have been included to assist you in your practice. These useful guides present non-authoritative guidance on various PFP technical and practice management topics.

    The technical guides summarize applicable best practices and deliver “how-to” advice for handling both common and unusual PFP technical issues and assessing associated business risks. Practice management titles discuss relevant and timely matters associated with the conditions and procedures unique to the delivery of PFP services.

    For more guides, use the left navigation bar to filter by "Guide".

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    Guide to Developing and Managing a CPA PFP Practice

    Practice Aid The guide will lead you through a range of business processes most frequently encountered when developing and managing a CPA Personal Financial Planning practice.
    Published on July 14, 2014

    PFP Practice Guides

    Overview These useful guides present non-authoritative guidance on various PFP technical and practice management topics.
    Published on July 14, 2014

    Guide to Developing and Managing a CPA PFP Practice

    Guide A practice guide to help develop and manage a CPA PFP Practice.
    Published on July 14, 2014

    The CPAs Guide to Investment Adviser Registration

    Guide The content within this guide is meant to provide you with a broad overview of the investment advisory market. CPAs who are providing personal financial services are in an optimal position to add investment advisory services to their business.
    Published on July 14, 2014

    Roadmap to Developing and Managing a CPA Personal Financial Planning Practice

    Guide The Roadmap is your PFP atlas, with the information you need to plot a route to successfully add PFP as another value-added service to your established practice.
    Published on July 14, 2014

    Guide to Delivery of PFP Services

    Guide A practice guide on how to deliver PFP services within a CPA firm.
    Published on July 18, 2013

    The CPAs Guide to Regulatory Issues in a PFP Practice

    Guide CPAs who are providing personal financial services (including tax, estate, retirement, investment and/or insurance planning) to their clients are in an optimal position to add investment advisory services to their business. Surveys show that CPAs are ranked among the most trusted advisers. They put their client’s interest first when providing
    Published on June 29, 2011

    CPAs Guide to Investment Adviser Registration

    Guide Contains the CPAs Guide to Investment Adviser Registration.
    Published on June 29, 2011

    Guide to Delivery of Personal Financial Planning (PFP) Services

    Guide A reference for day to day issues faced in delivering PFP services. Includes engagement processes, fee arrangements, software, engagement letters, reporting recommendations, and professional liability insurance.
    Published on December 28, 2009

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