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

Fiduciary Rule Resources
Resources that explores the many effects of the U.S. Department of Labor’s Fiduciary Rule on advisors and consumers.
Estate Basis Consistency
Information and resources t olearn about the regulations, requirements for filing the forms and other accounting and legal issues you need to know to comply wth the Code.
Free PFS Exam Promotion
Register for the PFS Exam Review Course or any complete PFP Boot Camp and add the PFS exam to your shopping cart for free!

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.

AICPA TV 

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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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. 

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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.

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

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