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.

    Search Within the Personal Financial Planning Interest Area


    2015 Year in Review
    Here’s a look back at the various milestones, as well as member benefits released or revised in 2015. This is a snapshot of some of the many benefits you receive as a PFP/PFS member, provided to help you practice competently and profitably.
    PFP Awards and Recognition
    The PFP Division congratulates PFP members and PFS credential holders who have been presented with awards and recognition over the past years.
    Tax Season Resources
    The PFP Division understands your time and attention are limited during busy season, so we have compiled several resources designed to support you this tax season.

    The CPA’s Guide to Practical Retirement Planning provides a comprehensive look the “science” of retirement planning (what the CPA needs to know), and then the “art” (communicating this knowledge to clients in various stages of life).

    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.

    Our PFP learning library brings all events together in one place for you to learn from the convenience of your home or office. As a PFP Section member benefit, you have unlimited access to all of the webcast, podcast, video recordings and presentation materials. You can see all our events by browsing by topic or series.

    Financial Planning Digest 

    Receive a FREE weekly e-newsletter, Financial Planning Digest, containing updates on trends, news, legislation and events of interest to CPAs who practice in the areas of tax, estate, retirement, investments and insurance.


    Raise Your Expectations. This Event is Going Above and Beyond

    Year after year, attendees of the AICPA Advanced Personal Financial Planning Conference overwhelmingly give top marks for the quality of speakers, depth of content and the overall experience.

    Esteemed thought leaders in financial planning will help you refine business strategies, implement new techniques and bring the greatest value to your clients — a combination made possible only by the world’s largest membership organization representing the accounting profession.

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    Stay on top of what’s new. The AICPA wants your practice to thrive. Take a look at the benefits your AICPA membership provides and the extra perks you can get by joining the PFP Section, such as the highly popular guides, newsletters and checklists. 

    Join the PFP Section 

    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.

    All members of the AICPA are eligible to join the PFP Section!

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