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The AICPA’s Personal Financial Planning 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.

Step by step guidance on starting a financial planning practice or developing your current practice.

Improve your bottom line by saving time and increasing client communication with Forefield Advisor.

The Personal Financial Specialist (PFS) Credential communicates your expertise to potential clients and employers.

Resource Highlights

Identify PFP Opportunities With This Free Tax Return Checklist
Download a free checklist developed by leading CPA financial planners to find personal financial planning opportunities in your practice.
Roadmap to Developing and Managing a CPA Personal Financial Planning Practice
This free resource is your PFP atlas, with the information you need to plot a route to successfully add PFP as another value-added service to your established practice.
Networking Opportunities
Having knowledgeable friends is priceless. Join one of our many networking groups or access our network on LinkedIn. As a PFP Section member you'll be included into the largest network of CPA financial planners.

The PFS Credential will distinguish you from the competition. The PFS Credential is exclusively offered to CPAs who pass experience, education and examination requirements. Do you qualify?

The PFP Section will keep you up to date on the latest news, events, regulation and legislation that affect your practice.

Forefield Advisor™ (Forefield) is a client education and communication tool that enables advisors to deliver current, concise and compliant resources to their clients. The content is written by CPAs, attorneys and other subject matter experts. A $399 value, FREE with PFP Section membership.

Our Members Say it Best 

Join the American Institute of CPAs

Whether you're a CPA in public accounting or business and industry, the American Institute of CPAs is your professional home. You'll receive unbelievable rates on insurance products, discounts on CPE, professional development opportunities and so much more!

Join the AICPA today!

You must be an AICPA member to join the PFP Section or apply for the PFS Credential.

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