PFP Practice Guides

PFP Practice Guides 

PFP Collection in the Online Professional Library 

PFP Section members and CPA/PFS credential holders receive free online access to AICPA personal financial planning guides 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.

Access these guides via the PFP Collection in the AICPA’s Online Professional Library or below as PDF downloads. 


Access the PFP Collection on OPL

The PFP Collection in the Online Professional Library (OPL) is a web-based collection of PFP guides that provides access to the information, guidance, and standards available to help members specializing in offering tax, estate, retirement, risk management and investment planning advice to individuals, families and business owners. This searchable, web-based collection is superior to downloadable and eBook formats because it allows you to search, bookmark and download to PDF from one convenient location, as well as allows for more frequent updates to content. You also have the ability to download PDFs directly from OPL.

Not a PFP Section member? Join the AICPA PFP Section today and gain access to this collection.

Alternatively, members of the PFP Section, inclusive of CPA/PFS credential holders, may download PDFs of the guides here. Free excerpts and chapters of various guides are available for download here by non-members.

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