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.

    Spotlight

    Tax Season Resources from the PFP Section
    Download a checklist to identify financial planning opportunities as you analyze your clients’ tax returns, the Personal Financial Outlook checklist that you can have clients fill out as you meet with them during tax season, popular guides, FAQs, webcast and podcast recordings, client communication content and more.
    Advanced PFP Conference Video/Audio Recordings and Materials
    Video and audio recordings, as well as presentation materials from the 2015 Advanced PFP Conference, are now available. Registered conference attendees have complimentary access when they log in to the site, while others can create an account to purchase recordings and presentation materials.
    Planning after ATRA and the Net Investment Income Tax Toolkit
    ATRA and NIIT have added more complexity to planning given that you now have to navigate through a multi-layer tax system in conjunction with running multi-year scenarios to gain a clear picture of the tax landscape in order to advise your clients on virtually all of their personal financial planning decisions.

    This new program is aimed to recognize CPAs age 40 or younger in personal financial planning who exhibit exemplary professional achievement. Partners or managers can nominate these visionary leaders or applicants can self-nominate with an accompanying letter of recommendation.

    The course is based on the comprehensive outline of topics covered on the PFS credential exam, so participants will receive from a broad understanding of how these topics interact with one another.

    Many CPA financial planners added financial planning services to their tax practices because their clients asked questions that went beyond taxes, including educating children, transferring wealth, protecting assets, funding retirement, etc.

    Financial Planning Digest 

    Receive a FREE weekly e-newsletter, Financial Planning Digest, containing updates on trends, news, legislation and events of interest to CPAs who practice in the areas of tax, estate, retirement, investments and insurance.

    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. 

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    The PFP Section supports CPAs involved in any aspect of personal financial planning including income tax, estate, retirement, investment, or insurance planning. All members of the AICPA are eligible to join the PFP Section!

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