PFP Practice Guides

PFP Practice Guides 




PFP Section members and CPA/PFS credential holders receive free online access to AICPA personal financial planning guides to assist you in your practice. These useful guides present non-authoritative guidance on various PFP technical and practice management topics.

The technical guides summarize applicable best practices and deliver “how-to” advice for handling both common and unusual PFP technical issues and assessing associated business risks. Practice management titles discuss relevant and timely matters associated with the conditions and procedures unique to the delivery of PFP services.

Alternatively, members of the PFP Section, inclusive of CPA/PFS credential holders, may download PDFs of the guides here. Free excerpts and chapters of various guides are available for download here by non-members.

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