Personal financial planning is projected to grow twice as fast as the accounting profession through 2017*. As the call for these services grows, so does your need for guidance and support. Here are a few of our top resources to supplement your in-house library. Preview these resources free for a limited time only.

    *IBISWorld 2012 and Deloitte


    Planning After ATRA and NIIT Toolkit

    This toolkit provides resources to help you educate your clients and plan in light of the new multi-layer tax landscape.

    The Guide to Financial and Estate Planning

    This four-volume, comprehensive guide is updated annually and is a must-have reference.

    Statement on Standards in Personal Financial Planning Services

    This comprehensive and authoritative guidance was developed to help you deliver consistent personal financial planning services with competence and confidence.

    Broadridge Forefield Advisor**

    This extensive library of client-facing content, written by CPAs, attorneys and other experts, enables you to provide current, concise and compliant communications to your clients.

    **If you are not an AICPA member, register here for an AICPA username to gain trial access to this benefit.

    Upcoming Webcasts



    CPA/PFS Perspectives on the Next Generation of CPA Financial Planners
    December 16, 2014 1pm - 2:45pm ET 

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    Upcoming Conferences  



    The AICPA Advanced Estate Planning Conference takes place in Chicago, IL July 21-23, 2014. This conference will get you up to speed on the current climate of estate, gift and inheritance planning. Experts in the field will share updated from Capitol Hill and will include advanced technical training, interactive sessions, case studies and more.

    View All Upcoming PFP Conferences

    Become a CPA/PFS Credential Holder

    The Personal Financial Specialist (PFS) program adds credibility to your exemplary expertise in personal financial planning, whether you specialize in providing estate, tax, retirement, investment, and/or insurance planning advice or interact with other financial planning professionals.

    Become a CPA/PFS today!





    Other Resources for PFP Firms



    Tax Rate Evaluator: A Graphical Calculator for Tax Planning After ATRA , is an Excel-based calculator that will allow you to better help your clients with their retirement and estate planning needs.

     


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