PFP Member Advantages by Membership Type 



    The AICPA’s Personal Financial Planning (PFP) Section is the premier provider of information, tools, advocacy, and guidance for CPAs who specialize in providing estate, tax, retirement, risk management, and investment planning advice to individuals and their closely held entities. The primary objective of the PFP Section is to support its members by providing resources that enable them to perform valuable PFP services in the highest professional manner. Members of this section broaden their technical expertise, improve their professional competence, and receive resources to deliver high-quality, profitable PFP services.



    Watch:    
    Demo: Tour PFP member benefits and the website

                    Video: Learn how CPA financial planners have used PFP Section resources in practice

    Member Benefits

    AICPA Member

     PFP Section Member

    CPA/PFS Credential Holder

    Webcasts and podcasts led by experts from around the country


    AICPA members have access to select free events without CPE (thought leadership, etc.) They also have access to select podcasts for free

    - 4 complimentary CPE accredited PFP Section-sponsored webcasts
    on an annual basis;

    - discount on all other CPE-accredited PFP Section-sponsored webcasts;

    - select free events without CPE

    - PFP/PFS have access to all podcasts for free in the library

    - 4 complimentary CPE accredited PFP Section-sponsored webcasts
    on an annual basis;

    - discount on all other CPE-accredited PFP Section-sponsored webcasts;

    - select free events without CPE

    - PFP/PFS have access to all podcasts for free in the library

    PFP Learning Library (webcasts, podcasts, and videos featuring experts from around the country) 


    Limited events free to all


    All recording and materials are archived for free without CPE after the live event


    All recording and materials are archived for free without CPE after the live event

    Forefield Advisor (member communication & education tool; $469 value for FREE)

    Toolkits on popular topics, such as Planning After ATRA and the Net Investment Income Tax 

     

    Extensive library of PFP practical guides and technical guides, such as
    The CPA’s Guide to Financial and Estate Planning,
    The CPA’s Guide to Social
    Security Planning,
    The CPA’s Guide to Financing Retirement Healthcare
    , The CPA's Guide to Practical Retirement Planning and more

    Several guides are available for purchase for non-members

    Free excerpts available

    Resource pages by subject matter, including estate, retirement, tax, investment, practice management, risk management, consumer content and legislative/regulatory news.

     

    Statement on Standards in Personal Financial Planning Services and related toolkit


    Toolkit available for purchase

    Legislative & regulatory news & advocacy


    Specific to PFP


    Specific to PFP

    Financial Planning Digest (weekly digest summarizing PFP news, trends, legislation & more)

    PFP News (weekly e-newsletter featuring member-exclusive resources, news & events)

     

    Bob Veres’ Inside Information newsletter, e-columns & media reviews ($349 value for FREE) 

     

    PFP Practice Center (guidance on developing a PFP practice)

     

    Fox Financial Planning Network (CPA-customized financial planning training & workflow system)


    Limited free content


    Free & deeply discounted content


    Free & deeply discounted content

    Discounts on CPE, events & publications, including the highly rated annual Advanced PFP Conference in January


    In addition to AICPA member  discount


    In addition to AICPA member  discount

    PFP Business Development Toolkit 

     

    CPA/PFS Business Development Toolkit

       

    Listing in the Find a CPA/PFS Database 

       

    Media, speaking and writing opportunities

       





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