Personal Financial Planning Resources 

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 so that they can practice competently and profitably.

Estate Tax Retirement


 Investment Insurance & Risk Management

Practice Management 



Professional Responsibilities

Consumer Content 



Broadridge 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.

Make the most of your subscription to Broadridge Advisor by watching these short training videos to understand the functionality.
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