PFP Member Advantages by Membership Type 

    The AICPA’s Personal Financial Planning (PFP) Section is the premier provider of information, tools, advocacy, and guidance for CPAs who specialize in providing estate, tax, retirement, risk management, and investment planning advice to individuals and their closely held entities. 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. Members of this section broaden their technical expertise, improve their professional competence, and receive resources to deliver high-quality, profitable PFP services.

    Who it's for

    • AICPA Member: CPAs who do not do financial planning
    • PFP Section Member: CPAs who practice in the areas of financial planning: tax, estate, retirement,  risk management, and investments
    • CPA/PFS Credential Holder: CPAs practicing financial planning who have knowledge and expertise in personal financial planning through education, experience and exam requirements 


    • A demo, hosted by PFP staff, covering PFP member benefits and the PFP website in depth.
    • A short video demonstrating how CPA financial planners have utilized PFP resources in practice. 



    Who it’s for

    AICPA Member

     PFP Section Member

    CPA/PFS Credential Holder



    Member Benefits

    Webcasts and podcasts led by experts from around the country

    (Some podcasts/webcasts open to all; webcasts for a fee)

    (4 complimentary CPE accredited PFP Section-sponsored webcasts
    on an annual basis;
    discount on all other CPE-accredited PFP Section-sponsored webcasts)

    (Webcasts free without CPE or discounted CPE)

    Forefield Advisor (member communication & education tool; $469 value for FREE)

    Toolkits on hot topics, such as Planning After ATRA and the Net Investment Income Tax 


    Extensive library of PFP practical guides and technical guides, such as
    The CPA’s Guide to Financial and Estate Planning,
    The CPA’s Guide to Social
    Security Planning,
    The CPA’s Guide to Financing Retirement Healthcare
    , and more

    Several guides are available for purchase for non-members

    Resource pages by subject matter, including estate, retirement, tax, investment and risk management


    Statement on Standards in Personal Financial Planning Services and related toolkit

    (Toolkit available for purchase)

    Legislative & regulatory news & advocacy

    (Specific to PFP)

    (Specific to PFP)

    Financial Planning Digest (twice a week digest summarizing PFP news, trends, legislation & more)

    PFP News (weekly e-newsletter featuring member-exclusive resources, news & events)


    Bob Veres’ Inside Information newsletter, e-columns & media reviews ($349 value for FREE) 


    PFP Practice Center (guidance on developing a PFP practice)


    Fox Financial Planning Network (CPA-customized financial planning training & workflow system)

    (Limited free content)

    (Free & deeply discounted content)

    (Free & deeply discounted content)

    Discounts on CPE, events & publications, including the highly rated annual Advanced PFP Conference in January

    (In addition to AICPA member  discount)

    (In addition to AICPA member  discount)

    PFP Business Development Toolkit 


    CPA/PFS Business Development Toolkit


    Listing in the Find a CPA/PFS Database 


    Media, speaking and writing opportunities


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