Membership

    PFP Member Discounts 


    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. Click on any one of these for more information. 

    Please note: PFP members can attend web seminars with top experts in the relevant topical areas for free without CPE.





    * DISCLAIMER:
    References to the products or services provided below do not imply any form of endorsement, non-endorsement, support or commercial gain by the AICPA.

    Discounts off AICPA member prices 

    Description 

    Discount Amount

    Conferences 

     
      - Advanced Personal Financial Planning $100
      - Tax Strategies for the High Income Individual $100
      - Advanced Estate Planning

    $100


    CPE
     
     
      - Web seminars

    $15+ ea.

      - Self-study PFP courses (6)

    $50 ea.

      - PFS Exam Review Course $125

    PFS Credential Exam
     

    $100

    PFS Exam Sponsorship
         (if eligible) 

    $400

    Selected books on PFP topics
     
    (available on CPA2Biz - search on "PFP")
     

    20%

    CPA Client Bulletin Select

    20% 

    Discounts from Third Parties*                      

    Description  

    Discount Amount

    Forefield Products

     
      - Forefield Advisor -  $449 value

    Free

      - Newsletters, Seminars, Web Resources, and Composer

    20%

    Inside Information Newsletters - $349 value

    Free 

    Spectrem Group Newsletters:
      - Affluent Investor Index

    Free

      - Other Newsletters

    45%

    Spectrem's Millionaire Corner 20%
    FinaMetrica

    10%

    Total Rebalance Expert (TRX)® 

    10% 

    eMoney Advisor  
      - eMoney 360 Pro 40% 
      - eMoney 360 33% 
      - Advisor Marketing 10% 

    MoneyGuidePro 
     
      - AICPA Member  $200 
       - PFP Section member or CPA/PFS credential holder $300 

    The Kitces Report
     (Learn about this newsletter subscription)

    10% 
    Copyright © 2006-2014 American Institute of CPAs.