CPA Financial Planner Resources 


The AICPA offers a wealth of valuable resources for CPA financial planners to practice in the highest professional manner, including learning, consumer facing content, practice guides, authoritative guidance, newsletters, checklists, PFP Section membership, CPA/PFS specialty designation and much more. All of these resources are designed to help you build deeper, longer-lasting relationships with clients through all life-stages and to expand your current PFP practice.

If you are providing consultative advice without managing assets, it is important to understand when you are providing covered investment advice that requires you to register as an investment adviser. 


CPA Financial Planning Resources Available to All

Personal Financial Planning Section

  • Access RESOURCES to assist you in tax, estate, retirement, investment and risk management planning.
  • Find an extensive suite of  PFP PRACTICE GUIDES including The CPA’s Guide to Social Security Planning, The CPA’s Guide to Financing Retirement Healthcare and more.
  • Retrieve a wide array of consumer facing content written by CPAs, attorneys and other subject matter experts via BROADRIDGE ADVISOR (a $499 value included with membership).
  • Find recordings and material from all PFP-Section hosted webcasts and podcasts in the PFP LEARNING LIBRARY.
  • Learn more at www.aicpa.org/pfp.

Investment Advisory

If you are providing consultative advice without managing assets, it is important to understand when you are providing covered investment advice that requires you to register as an investment adviser. Read The CPA’s Guide to Investment Advisory Business Models to learn more.

Find out about your options for getting registered here.

PFP Learning

CPA/PFS

The Personal Financial Specialist (PFS) credential allows CPAs to further demonstrate their competence in tax, estate, retirement, risk management and investment planning. Whether a CPA specializes in personal financial planning with their clients or interacts with other financial planning professionals, the CPA/PFS credential adds credibility. CPA/PFS credential holders have specific experience, education and examination requirements that sets them apart from other CPAs and financial planners.

Visit www.aicpa.org/pfs for more information.

 




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