Personal Financial Planning
The Personal Financial Planning Section is the premier provider of information, tools, advocacy and guidance for practitioners who specialize in providing estate, tax, retirement, risk management and investment planning advice.
This summer, brush up on financial planning topics with training designed for CPAs who help individual clients like you. Check out the video to learn more!
If you’re like most CPAs, your focus is on your clients’ needs. If you are considering expanding or formalizing planning & tax advisory services, let the Roadmap guide you on your journey.
Enhance your ENGAGE conference experience by registering for one of these pre-conference workshops: Building a Tax and Financial Planning Advisory Business OR Expending Your Value as a Retirement Coach.
Financial Planning Digest
4 ways to jump-start the career you really want
Jun 11, 2018If you are on a quest to find the career of your dreams, look no further. -More-
SEC chair discusses investment advice rule, budget request
Jun 11, 2018Securities and Exchange Commission Chairman Jay Clayton did not lay out a timeline for finishing investment advice reform reg -More-
Groups ask court to issue mandate vacating fiduciary rule
Jun 11, 2018The National Association of Insurance and Financial Advisors and the American Council of Life Insurers are pressing the 5th U -More-
What to expect for the US economy
Jun 11, 2018-More-
Advance Personal Financial Planning at Engage
Bring the greatest value to your clients by becoming the most trusted resource for navigating shifts and changes in tax, retirement, estate, risk management and investment planning.
Immersed in three days of leading-edge best practices and ideas from esteemed thought leaders in financial planning, you’ll learn why past attendees rave about this conference every year. Choose among five tracks for focused learning: Insurance and Risk Management, Investment Management, Practice Management and Technology, Wealth Management and Tax, and Retirement Planning. You’ll refine business strategies, implement new techniques that impact every life stage affecting your client’s financial outlook.More on AICPA TV
- CPA financial planner & CPA/PFS Business Development Toolkit
- Estate Basis Consistency Reporting Resource Center
- Impact of Tax Reform on Planning Toolkit
- Tax Reform Resource Center (PFP/Tax Section collaboration)
- Your CPA Practice & Planning Toolkit
- Roth IRA Conversions Guidance
- Tax Aware Investing resources
- Long-Term Care Insurance resources
Join the PFP Section
The PFP Section supports CPAs involved in any aspect of personal financial planning including tax, retirement, estate, risk management and investments. This video demonstrates how CPA financial planners have used the PFP Section resources in practice.
All members of the AICPA are eligible to join the PFP Section!
Follow the PFP Section on LinkedIn!