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    Resources - Personal Financial Planning 

    The Personal Financial Planning Center helps members to meet the challenges of this emerging service by providing comprehensive tools and access to the latest information in the field, so members can deliver quality financial planning services to their clients.

    Forefield Advisor 

    Go to Forfield Advisor

    Forefield Advisor is a Web-Based business development, education and client communication tool that enables personal financial planning professionals to deliver current and concise advise to clients. Resources are continuously updated to reflect current legislation and industry trends.

    All of the resources can be searched with a Google-like search engine and they are also organized by 17 life events and 10 financial goals. You can choose from any of the 3,000 resources to compile the presentations that uniquely fit your client’s needs.

     

    PFP Practice Center 

    Go to the PFP Practice Center

    The AICPA’s PFP membership section brings you resources to start or grow your business to cover your client’s personal financial planning needs that are in higher demand than ever before. 
    • Has your firm struggled with how to efficiently add or expand into personal financial planning or wealth management services? 
    • Are you concerned that you will lose some of your clients to a firm who is offering traditional CPA services and personal financial planning? 
    • Is it difficult to answer your clients’ questions efficiently in this area? 
    • Do your partners not understand the value that adding these services can bring to your business?  

    If any of the above questions resonate with you, the PFP Practice Center can help.

     

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    Personal Financial Planning Resources

    Overview The personal financial planning resources section within the AICPA site helps members to keep up with the latest planning strategies and trends in personal  financial planning services.
    Published on April 23, 2014

    Personal Financial Planning Consumer Content

    Overview Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area.
    Published on April 23, 2014

    Practice Management

    Article PFP Practice Center The AICPA’s PFP membership section brings you resources to start or grow your business to cover your clients' personal financial planning n
    Published on April 23, 2014

    Insurance and Risk Management

    Overview Find out how you can enhance your value by assessing the risks your clients face and advising them about insurance choices and other strategies to manage those risks.
    Published on April 23, 2014

    Investment Planning

    Overview This section includes in-depth information related to investment planning.
    Published on April 23, 2014

    Tax Planning

    Overview Find out more about the tax planning services you can offer to provide peace of mind for your clients.
    Published on April 23, 2014

    Disasters and Financial Planning A Guide for Preparedness

    Guide Learn more about Disasters and Financial Planning: A Guide for Preparedness, including the intended purpose and use of the guide. You will be able to counsel others on what to do to mitigate the financial consequences of a disaster.
    Published on April 23, 2014

    Disasters and Financial Planning A Guide for Preparedness

    Guide Disasters, whether natural or manmade, usually strike quickly and without warning. You and your family may have little or no time to decide what to do next. That's why it is so important to plan for the possibility of a disaster?and not wait until it happens.
    Published on April 23, 2014

    Planning After ATRA and the Net Investment Income Tax Toolkit

    Tools Use these financial planning tools and resources to help you educate your clients and proactively plan for the changes in 2014.
    Published on April 23, 2014

    Personal Financial Outlook

    Checklist Use this checklist as a starting point to summarize a client’s financial situation and identify important issues and opportunities for planning.
    Published on April 21, 2014

    Sample New Client Letter

    Sample Letter Sample letters for new clients highlighting planning opportunities post-ATRA and NIIT.
    Published on April 21, 2014

    Sample Existing Client Letter

    Sample Letter Sample letters for existing clients highlighting planning opportunities post-ATRA and NIIT.
    Published on April 21, 2014

    Planning for Same Sex Couples

    Article As a result of the Defense of Marriage Act, and ongoing changes in many states allowing same sex marriages, the preparation of a sound and integrated financial plan has become more complex.
    Published on April 16, 2014

    Statement on Standards in Personal Financial Planning Services

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services.
    Published on April 16, 2014

    Estate Planning

    Overview Clients are very concerned with planning their estate. Find out more about providing the Estate Planning services that will provide peace of mind for your clients.
    Published on April 14, 2014

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