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    Resources - Personal Financial Planning 

    The Personal Financial Planning Center helps members to meet the challenges of this emerging service by providing comprehensive tools and access to the latest information in the field, so members can deliver quality financial planning services to their clients.

     

     

    Forefield Advisor 

    Go to Forfield Advisor

    Forefield Advisor is a Web-Based business development, education and client communication tool that enables personal financial planning professionals to deliver current and concise advise to clients. Resources are continuously updated to reflect current legislation and industry trends.

    All of the resources can be searched with a Google-like search engine and they are also organized by 17 life events and 10 financial goals. You can choose from any of the 3,000 resources to compile the presentations that uniquely fit your client’s needs.

     

    PFP Practice Center 

    Go to the PFP Practice Center

    The AICPA’s PFP membership section brings you resources to start or grow your business to cover your client’s personal financial planning needs that are in higher demand than ever before. 
    • Has your firm struggled with how to efficiently add or expand into personal financial planning or wealth management services? 
    • Are you concerned that you will lose some of your clients to a firm who is offering traditional CPA services and personal financial planning? 
    • Is it difficult to answer your clients’ questions efficiently in this area? 
    • Do your partners not understand the value that adding these services can bring to your business?  

    If any of the above questions resonate with you, the PFP Practice Center can help.

     

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    Risk Tolerance and Assessment

    Overview Use the resources below to assist you in assessing the risk tolerance for your clientele.
    Published on July 23, 2014

    Be in Demand Becoming a CPA Financial Planner

    Article Young CPA's are entering the market looking for objective advice, guidance and direction. This article outlines how to position themselves to be in demand in a changing environment.
    Published on July 23, 2014

    Young & Emerging CPA Financial Planners

    Overview Learn why a career as a CPA financial planner or Personal Financial Specialist may be right for you!
    Published on July 23, 2014

    PFP Emerging Professionals Outreach Toolkit

    Toolkit These resources will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs.
    Published on July 21, 2014

    Young and Emerging Financial Planners Frequently Asked Questions

    FAQ A career as a CPA financial planner or Personal Financial Specialist may be right for you!  Here, you will find answers to some commonly asked questions about this unique career!
    Published on July 21, 2014

    Tax Planning

    Overview Find out more about the tax planning services you can offer to provide peace of mind for your clients.
    Published on July 18, 2014

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning.
    Published on July 16, 2014

    Fiduciary Standard of Care

    Overview Learn about the elements needed to be deemed a fiduciary.
    Published on July 16, 2014

    Other Regulatory Resources

    Link In addition to the information in the PFP Practice Center on registration and compliance issues for financial advisers, consider these other useful resources.
    Published on July 16, 2014

    PFS Credential

    Article The AICPA has established a credential for CPAs who specialize in personal financial planning (PFP). The Personal Financial Specialist (PFS) credential is granted solely to CPAs with considerable PFP education and experience who want to demonstrate their
    Published on July 15, 2014

    The CPAs Guide to Financial and Estate Planning

    Guide The CPA's Guide to Financial and Estate Planning is the premier guidebook for professionals who structure, tailor, and administer financial and estate plans.
    Published on July 15, 2014

    Guide to Developing and Managing a CPA PFP Practice

    Practice Aid The guide will lead you through a range of business processes most frequently encountered when developing and managing a CPA Personal Financial Planning practice.
    Published on July 14, 2014

    Retirement Planning

    Overview Learn about the retirement planning services you can offer to provide peace of mind for your clients.  Help your clients evaluate and select strategies that are the best fit.
    Published on July 14, 2014

    PFP Practice Guides

    Overview These useful guides present non-authoritative guidance on various PFP technical and practice management topics.
    Published on July 14, 2014

    Message Points For Students and Emerging CPA Financial Planner Outreach

    Template This document contains message points for a presentation to a group of future CPAs.
    Published on July 14, 2014

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