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.

Search Within the Personal Financial Planning Interest Area


The Advisers Guide to Financial and Estate Planning - Volume 4
This volume introduces new topics such as a checklist to identify when clients may need your help with charitable planning; the sale of time share property; gifts made to foreign charities and much more!
PFS Exam Practice Questions
PFS exam practice questions and case studies for the PFS exam are now available (previously part of the review CPE course). Access hundreds of practice questions on all topics of the PFS exam including the new areas of elder and education planning which can help you prepare for the 2017 exam.
Model PFP Curriculum
A resource for accounting educators seeking to develop or modify accounting programs or course offerings to best prepare students to enter the accounting profession. The objective is for students to understand the role personal financial planning plays in serving individual clients by building a foundation for future learning in PFP.

Learn how to effectively navigate the PFP Section website and maximize your PFP Section benefits by bookmarking this page. Watch brief videos which will take you step-by-step through the website and will help explain the extensive suite of resources and tools available to you as a section member. Also, be sure to take a look at the member benefit list which is a comprehensive, easy-to-use list of your section member benefits.

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.

Broadridge Advisor contains thousands of ready-to-go presentations, client alerts, calculators and much more. Watch these new training videos to help you make the most of this powerful tool.

Financial Planning Digest

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CPA Financial Planner: Well-Positioned, Objective, Most-Trusted

There’s never been a greater demand for personal financial planning services: tax, retirement, estate, charitable and life-transition planning and more. “Personal financial planning” is the term consumers use to identify the services they seek. Services many CPAs already provide. You’re needed. You’re the most trusted. You can be the “go-to” adviser. It’s time to call yourself a CPA financial planner.

Hear from your peers about their thoughts and experiences in this practice area, the rewards of being a CPA financial planner, as well as their views on the future of financial planning.

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Popular Resources 

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. 

Join the PFP Section 

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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