Personal Financial Planning
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.
Both you and your clients benefit from the deeper relationship planning services offer. You don’t need to know everything about their financial lives to serve as their primary point of contact. Visit our hub for planning & tax advisory services to learn more.
If you’re like most CPAs, your focus is on your clients’ needs. If you are considering expanding or formalizing planning & tax advisory services, let the Roadmap guide you on your journey.
The AICPA Personal Financial Planning Section podcast channel has officially launched! Go ahead and check it out on iTunes or Pod-o-Matic.
Financial Planning Digest
Manage the financial impact of clients' health problems
Jul 16, 2018Health problems can have a severe impact on clients' finances, so advisers must be ready to provide guidance when they arise. -More-
House panel acts to help small advisers, older investors
Jul 16, 2018The House Financial Services Committee has approved measures that would ease regulatory costs for small financial advisory fi -More-
SEC fines advisers for violating testimonial rule
Jul 16, 2018Three advisers have been fined by the Securities and Exchange Commission for violating the testimonial rule by paying a marke -More-
How to choose the right continuing care retirement community
Jul 16, 2018Continuing care retirement communities are appealing to many retirees but can be expensive. -More-
PFP Bootcamp - Certificate Program
With approximately 10,000 baby boomers a day turning 65 over the next 10 years, many of your clients are looking for help planning their taxes, retirement, estate, risk management and investments. Are you prepared to help them?
The AICPA's Retirement Planning Certificate Program or the Personal Financial Planning Bootcamp will help you gain the expertise you need to ensure you're ready to assist your clients. The programs includes dynamic courses covering technical information you need to know through online, on-demand training. As an added bonus, use this to take you one giant step closer to earning the CPA-exclusive Personal Financial Specialist credential.More on AICPA TV
- CPA financial planner & CPA/PFS Business Development Toolkit
- Estate Basis Consistency Reporting Resource Center
- Impact of Tax Reform on Planning Toolkit
- Tax Reform Resource Center (PFP/Tax Section collaboration)
- Your CPA Practice & Planning Toolkit
- Roth IRA Conversions Guidance
- Tax Aware Investing resources
- Long-Term Care Insurance resources
Join the PFP Section
The PFP Section supports CPAs involved in any aspect of personal financial planning including tax, retirement, estate, risk management and investments. 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!
Follow the PFP Section on LinkedIn!