Membership

    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).

    Open Hide documents in this section

    Page  1 2 3 4 5
    Showing results 1 - 15 of 65
    Order by:


    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 February 05, 2016

    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 February 04, 2016

    The CPA Personal Financial Specialist (PFS) Credential

    Overview Learn about the Personal Financial Specialist (PFS) Credential.
    Published on February 04, 2016

    Forefield 2016 Key Numbers-Excerpt

    Tools The following 2 page excerpt features retirement planning key numbers for 2015-2016, and is extracted from the longer 2016 Key Numbers document from Forefield Advisor, available to PFP/PFS members.
    Published on February 02, 2016

    PFS Exam Review Options

    Overview Learn about the PFS Exam Review program at the AICPA.
    Published on January 13, 2016

    PFP & CPA/PFS Learning Opportunities

    Overview Education related opportunities to develop professionally and be prepared for the PFS exam.
    Published on January 13, 2016

    2015 Year in Review

    Overview Recap of PFP milestones and resources released or revised in 2015.
    Published on January 11, 2016

    Personal Financial Planning (PFP) Membership

    Overview To support CPA personal financial planners, AICPA offers two membership programs: the Personal Financial Planning (PFP) Section and the Personal Financial Specialist (PFS) Credential.
    Published on January 07, 2016

    PFP Member Advantages

    Application Contains the list of benefits for PFP Section members and PFS Credential holders along with the application.
    Published on January 07, 2016

    About Us - AICPA PFP

    Overview The AICPA's Personal Financial Planning ( PFP) division enjoys renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential.
    Published on December 09, 2015

    2015 Months in Review

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

    FinaMetrica

    Product Gain access to tools to improve your understanding of your client’s financial risk tolerance.  Learn about the software and the PFP Section member discount.
    Published on December 01, 2015

    PFP Member Advantages by Membership Type

    Overview Complete listing of member benefits for PFP and PFS.
    Published on November 25, 2015

    FAQs for Prospective CPA/PFS Credential Holders (Applicants)

    FAQ Frequently asked questions for CPA/PFS applicants.
    Published on November 19, 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 November 02, 2015

    Page  1 2 3 4 5
    Showing results 1 – 15 of 65
    Show Results per page
    Copyright © 2006-2016 American Institute of CPAs.