Personal Financial Planning (PFP) Membership 

    To support CPA personal financial planners, AICPA offers two membership programs: the Personal Financial Planning (PFP) Section and the Personal Financial Specialist (PFS) Credential. Membership in each program entitles members to premium content (as indicated by padlocks  on this Web site), with resources, tools, and networking opportunities needed to support the CPA financial planner.

    Welcome to the home for objective personal financial planning professionals! Watch a video featuring our PFP Executive Committee chair, Lyle Benson, welcoming you to the PFP Section.

    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.  View a complete listing of member benefits by membership type (with links to access all benefits).

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    2015 Months in Review

    Overview Recap of PFP milestones and resources released or revised in the current month.
    Published on September 01, 2015

    The CPA Personal Financial Specialist (PFS) Credential

    Overview Learn about the Personal Financial Specialist (PFS) Credential.
    Published on August 27, 2015

    PFS Program Overview Flyer

    Overview A 2 page PDF summary of the current year's PFS requirements and programs.
    Published on August 24, 2015

    Take Your Career to the Next Level with the PFS Credential

    Chart View an infographic showing the value of and pathway to the PFS credential.
    Published on August 21, 2015

    2014 Year in Review

    Overview Recap of PFP milestones and resources released or revised in 2014.
    Published on August 11, 2015

    PFS Credential Application Kit

    Brochure Download the PFS Application Kit.
    Published on August 10, 2015

    PFP Member Discounts

    Product 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.
    Published on July 20, 2015

    Leimberg NumberCruncher Software

    Product AICPA PFP Section Member, inclusive of CPA/PFS credential holders, receive 50% off Leimberg NumberCruncher Software.
    Published on July 20, 2015

    Personal Financial Planning Boot Camp Registration

    Overview The Personal Financial Planning Boot Camp provides attendees with an overview of all areas of the PFP discipline in a systematic manner to prepare them for the PFS exam.
    Published on July 16, 2015

    PFS Exam Review Options

    Overview Learn about the PFS Exam Review program at the AICPA.
    Published on July 16, 2015

    Personal Financial Specialist (PFS) Exam

    Overview Learn how to prepare for the PFS exam. Ideal if you are a an accounting professional pursuing the Personal Financial Specialist (PFS) credential or a regular CPA looking to improve your financial planning knowledge.
    Published on July 07, 2015

    AICPA PFS Exam Sponsorship Program

    Overview The AICPA PFP Section is offering sponsorships to help with the costs associated with the candidates taking both the PFS Exam Review Course and the PFS Exam.
    Published on July 02, 2015

    PFS Credential Reinstatement Application

    Application Application for members to reinstate their PFS credential if they have ever held it in the past.
    Published on July 01, 2015

    CPA/PFS Credential Application Pricing

    Application The PFS Credential Pricing provides information about credential fee pricing guidelines.
    Published on June 30, 2015

    ADV Part 2B Brochure Supplement

    Tools To assist you in completing Part 2B of Form ADV, the AICPA has written descriptions of both the CPA and PFS designations.
    Published on June 30, 2015

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