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 needs, that are greater 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. Below is an overview of the main components that are addressed within the practice center. 

    For your practice 

    Professional Responsibilities: a valuable framework of standards and guidance in providing financial planning services, including the AICPA Code of Professional Conduct and Statement on Standards in PFP Services. 

    Practice Management: an array of resources on the challenges of and solutions to managing a PFP practice, including the results of the AICPA-Moss Adams CPA Financial Planner Study

    Regulatory: navigate the minefield of federal and state registration, compliance guidelines and other regulatory issues

    Technology: navigate the array of technology choices to run an efficient PFP practice, including hardware, CRM software and financial planning software

    Fox Financial Planning Network:  a new program designed for the CPA practitioner to help you systematize and organize the planning process, administration and delivery of your financial planning or wealth management services.

    For you, the practitioner 

    Education: find all the resources you need for CPE and staying abreast the current PFP landscape, including web events, conferences, publications and recommended readings

    Forefield Advisor: an education and client communication tool written by CPAs and attorneys in order to deliver clear, concise presentations, illustrations and articles to your clients

    Networking Groups: share and gain knowledge and best practices with the best and brightest of your CPA financial planning peers

    PFS Credential: a credential granted by the AICPA for CPA financial planners with extensive tax expertise and comprehensive knowledge of financial planning

    Young/Emerging CPA Financial Planners: resources and community for students, educators, young and emerging professionals

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    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

    PFP Practice Center

    Toolkit The AICPA’s PFP membership section brings you resources to start or grow your business to cover your clients' personal financial planning needs, that are greater than ever before.  Has your firm struggled with how to efficientl
    Published on April 11, 2014

    Fox Financial Planning Network for CPAs

    Overview A new program designed for the CPA practitioner to help you systematize and organize the planning process, administration and delivery of your financial planning or wealth management services.
    Published on April 01, 2014

    The Rise of Automated Workflows in Financial Advisory Practices

    White Paper Industry white paper from Fox Financial Planning Network that provides insight into how advisors can flexibly design and automate client service workflows to scale their practices, drive efficiencies and enhance profitability.
    Published on March 31, 2014

    Using Technology to Personalize the Client Service Experience

    White Paper Industry white paper from Fox Financial Planning Network that highlights the ability for advisors to systematize the delivery of their client services through automated workflow technology.
    Published on March 25, 2014

    Professional Responsibilities

    Overview An overview of the professional responsibilities and standards associated with personal financial planning services.
    Published on February 04, 2014

    Script for CPA During Tax Season

    Tools Use this script with your tax clients to get them interested in having a discussion with you after tax season about working together on other areas of their finances.
    Published on January 16, 2014

    PFP Practice Center

    Overview The AICPA’s PFP membership section brings you resources to start or grow your business to cover your clients' personal financial planning needs that are greater than ever before. Has your firm struggled with how to efficien
    Published on January 10, 2014

    The Technological Components of a Successful PFP Practice

    Overview Because personal financial planning firms vary greatly in size and in their business approach, it is important to understand that there is no "one size fits all" technology solution.
    Published on November 25, 2013

    Forefield Advisor

    Article Forefield Advisor™ (Forefield) is a client education and communication tool that enables advisors to deliver current, concise and compliant resources to their clients.
    Published on October 21, 2013

    Guidance on Same-Sex Marriage Consumer Alert

    Article A sample consumer alert from Forefield Advisor,  a Web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.
    Published on October 15, 2013

    Forefield Advisor Resource Center

    Article A sample from Forefield Advisor,  a Web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.
    Published on October 15, 2013

    Education Savings - PDF sample

    Article A PDF sample from Forefield Advisor,  a Web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.
    Published on October 15, 2013

    Education Savings - E-mail sample

    Article An e-mail sample from Forefield Advisor,  a Web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.
    Published on October 15, 2013

    Health Care Reform - Consumer Alert

    Article A sample consumer alert from Forefield Advisor,  a Web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.
    Published on October 15, 2013

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