Membership

Personal Financial Planning (PFP) Membership 




To support CPA personal financial planners, AICPA offers two membership programs: the Personal Financial Planning (PFP) Section and the Personal Financial Specialist (PFS) Credential. Membership in each program entitles members to premium content (as indicated by padlocks  on this Web site), with resources, tools, and networking opportunities needed to support the CPA financial planner.







Welcome to the home for objective personal financial planning professionals! Watch a video featuring our PFP Executive Committee chair, Lyle Benson, welcoming you to the PFP Section.

The primary objective of the PFP Section is to support its members by providing resources that enable them to perform valuable PFP services in the highest professional manner.  View a complete listing of member benefits by membership type (with links to access all benefits).

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PFP Member Discounts

Product One of the valuable benefits of being a member of the PFP Section is the discounts that you receive on a variety of AICPA and third-party products and services.
Published on April 27, 2016

The CPA Personal Financial Specialist (PFS) Credential

Overview Learn about the Personal Financial Specialist (PFS) Credential.
Published on April 26, 2016

PFS Exam Review Options

Overview Learn about the PFS Exam Review program at the AICPA.
Published on April 26, 2016

Personal Financial Specialist (PFS) Exam

Overview Learn how to prepare for the PFS exam. Ideal if you are a an accounting professional pursuing the Personal Financial Specialist (PFS) credential or a regular CPA looking to improve your financial planning knowledge.
Published on April 26, 2016

PFP Member Advantages by Membership Type

Overview Complete listing of member benefits for PFP and PFS.
Published on April 21, 2016

2015 Year in Review

Overview Recap of PFP milestones and resources released or revised in 2015.
Published on April 21, 2016

PFS Exam Test Taker Process

Primer Summary of the registration and scheduling process for the PFS Exam test taker.
Published on April 02, 2016

Personal Financial Planning Boot Camp Registration

Overview The Personal Financial Planning Boot Camp provides attendees with an overview of all areas of the PFP discipline in a systematic manner to prepare them for the PFS exam.
Published on March 29, 2016

FAQs for Prospective CPA/PFS Credential Holders (Applicants)

FAQ Frequently asked questions for CPA/PFS applicants.
Published on March 28, 2016

About Us - AICPA PFP

Overview The AICPA's Personal Financial Planning ( PFP) division enjoys renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential.
Published on March 28, 2016

Contact Us - AICPA PFP Team

Overview If you require additional information, would like to give us feedback, or have questions about our products and services, please contact us by phone or e-mail.
Published on March 15, 2016

2014 Year in Review

Overview Recap of PFP milestones and resources released or revised in 2014.
Published on March 09, 2016

Learn More About the CPA/PFS Credential

Overview Learn More About the CPA/PFS Credential.
Published on March 09, 2016

Forefield 2016 Key Numbers-Excerpt

Tools The following 2 page excerpt features retirement planning key numbers for 2015-2016, and is extracted from the longer 2016 Key Numbers document from Forefield Advisor, available to PFP/PFS members.
Published on February 02, 2016

PFP & CPA/PFS Learning Opportunities

Overview Education related opportunities to develop professionally and be prepared for the PFS exam.
Published on January 13, 2016

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