The Personal Financial Planning Section is the premier provider of information, tools, advocacy and guidance for practitioners who specialize in providing estate, tax, retirement, risk management and investment planning advice.

Find an extensive suite of resources in practice management, tax, estate, retirement, risk management and investments.

Access the most recent AICPA PFP News, including all of the latest leg/reg updates, new and updated member benefits and much more.

Access the array of benefits and resources for CPA/PFS credential holders and learn about the process for obtaining the credential.

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Spotlight

Forefield: New Name; New Platform; Same Benefit
Effective February 3, this popular resource will change its name to Broadridge Advisor and the website navigation will be updated; however, the content available for your use with clients is not changing. Until then, try out the new website look with a link on the Broadridge Advisor web page.
Updated PFP Body of Knowledge
This outline of PFP topics now emphasizes both the integration of tax planning and the interconnectedness throughout all areas of PFP. The areas of elder, education, and business-owner planning have been expanded. Click the title for more information and the 2017 PFS Exam.
DOL Fiduciary Rule Resources
The implementation of the DOL Fiduciary Rule is on the horizon. FAQs, based on input received from financial services firms and other stakeholders, are an important part of the regulatory process as they allow the DOL to clarify important parts of the rule. To learn how you should be preparing for this now and more information on the rule, visit the DOL Resource Page

An independent study of 800+ consumers with a net worth of $500,000 to $5 million+, shows that “personal financial planning” is the most appealing term for services ranging from tax planning to retirement planning. And three out of four associate CPAs with financial planning.

PFP/PFS members receive 4 complimentary CPE-accredited PFP Section-sponsored webcasts on an annual basis. Visit the PFP webcast calendar to view these events and how to redeem your complimentary credits. Note that recordings and presentations materials from all PFP Section-sponsored webcasts are posted to our learning library after the live event. Viewing these archived recordings does not qualify for CPE.

This volume includes new enhancements for 2016 including major law changes made by the 2015 PATH Act; new estate basis consistency reporting rules and updates on the Affordable Care Act and the ABLE Act.

Financial Planning Digest

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Personal Financial Planning Summit

Designed for “leaders among leaders,” this event will host the most experienced minds in the personal financial planning profession. It’s time to compare notes with esteemed peers, challenge conventional thinking and shape future legacy.
 
The AICPA PFP Summit is a one-of-a-kind occasion for the profession’s innovators to experience an event unlike any “conference” you have attended in the past, given the A-list attendance and the nature of interactive sessions that will prompt lively discussions.  Deepen professional relationships both in and out of the meeting suite, with excursions and activities on the event property; and draw inspiration from the tranquil location of Terranea, a resort on one of Southern California’s most scenic and coveted coastlines overlooking the Pacific Ocean and Catalina Island.

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The PFP Section supports CPAs involved in any aspect of personal financial planning including income tax, estate, retirement, investment, or insurance planning. This video demonstrates how CPA financial planners have used the PFP Section resources in practice.

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