University Program in Personal Financial Planning 

With the increased demand and need for financial advisers, building the future of the CPA personal financial planning profession is important now more than ever. What better way to start students on the pathway to becoming a CPA financial planner than to start educating them now while they are in your classroom.  Together, we will prepare students to enter the profession equipped to serve individuals in an integrated way with a mindset to always serve the best interest of the public and to be hired by firms with this same philosophy. The AICPA Personal Financial Planning (PFP) Division has launched resources that will help you guide your students in becoming a CPA financial planner including a video on how the next generation of the CPA profession can get into personal financial planning.  Contact Sarah Bradley for more information.

Model Personal Financial Planning Curriculum

The Model PFP Curriculum (MPFPC) is a resource for accounting educators seeking to develop or modify accounting programs or course offerings to best prepare students to enter the accounting profession. The primary objective of the MPFPC is that students understand the role personal financial planning plays in serving individual clients by building a foundation for future learning in PFP.

A University-Level PFP Program Geared Toward Accounting Students

Now AvailableEssentials of Personal Financial Planning 
textbook and instructor support materials.  A single 3.0 credit-hour course that systematically introduces the essentials of all the major topics of PFP showing their interconnectivity and professional opportunities and covering the PFP body of knowledge that aligns with the PFS exam and builds off of the CPA body of knowledge.

Under the UAA Rules (5-2), this course could count toward the Accounting hours to meet the CPA education requirement (requires approval by the state board of accountancy.

Includes comprehensive course support
  • Teaching guide/instructor notes
  • PowerPoint presentations
  • Test banks
  • Case studies
  • Marketing toolkit
  • Resources for your students.
  • And more!

Coming Soon! In-Depth PFP Track combines five courses that integrate tax planning and other areas of PFP, including:
  • Estate Planning
  • Retirement Planning
  • Investments
  • Insurance/Risk Management
  • Professional Responsibilities
Why Personal Financial Planning
  • PFP projected to grow 2x faster than accounting profession (IBIS World 2014)
  • 27% growth in need for advisors (U.S. Bureau of Labor Statistics)
  • $30 trillion will be transferred from one generation to the next in the coming decades. With this great transfer of wealth comes the need for comprehensive financial planning including tax, estate, retirement, risk management, and investment planning. Helping to cut through the complexities can lead to new revenue streams for your practice and have a positive impact on the lives of the people receiving the transfer. 
  • Tax complexities that CPAs understand
 Why Partner with AICPA to add PFP to your Curriculum
  • Be one of the first accounting programs to meet the demand, growth and opportunities in personal financial planning

  • Help your students satisfy the accounting hours needed to meet the CPA education requirement.
  • Provide students with greater opportunity through work toward multiple credentials, like the CPA and PFS, efficiently and in a cost-effective manner. Students are eligible to sit for the PFS exam at no charge while still in school; professors may also sit for the PFS exam at no charge.
  • Full support of AICPA in development of program
  • Recognition by AICPA through press and other promotion of university program and ability for university to market partnership with AICPA
  • View current list of institutions participating in this program. 


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