PFP Section Members and PFS Credential holders receive free online access to selected AICPA PFP Practice Guides.
References and resources have been included to assist you in your practice. These useful guides present non-authoritative guidance on various PFP technical and practice management topics.
The technical guides summarize applicable best practices and deliver “how-to” advice for handling both common and unusual PFP technical issues and assessing associated business risks. Practice management titles discuss relevant and timely matters associated with the conditions and procedures unique to the delivery of PFP services in a crowded and highly regulated environment.
Roadmap to Developing and Managing a CPA PFP Practice
The CPA's Guide to Investment Advisory Business Models
The CPA's Guide to Technology in a PFP Practice
Guide to Developing and Managing a CPA PFP Practice
Guide to Delivery of Personal Financial Planning (PFP) Services (This guide is currently undergoing revisions, but most of the content is evergreen.)
Prudent Practices for Investment Advisors
Prudent Practices for Investment Stewards
AICPA/Moss Adams CPA Financial Planning Practice Study
For more guides, click here and use the left navigation bar to filter by "Guide".
PFP Section members, inclusive of PFS credential holders, receive a discount on the regular price:
Advising Clients in Tough Times
Estate and Related Planning During Economic Turmoil
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