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.
The AICPA Personal Financial Planning Section podcast channel has officially launched! Go ahead and check it out on iTunes or Pod-o-Matic.
Financial Planning Digest
How to prepare clients for retirement
Jun 18, 2018Helping clients determine what retirement means to them is a key step in the planning process, according to a panel of CPA/PF -More-
Deadline passes to appeal ruling against fiduciary standard
Jun 18, 2018The government declined to appeal a court decision overturning the Labor Department's fiduciary rule, meaning the rule is now -More-
Young CPAs honored in planning profession
Jun 18, 2018Seventeen CPA/PFS credential holders under the age of 40 received recognition through the Personal Financial Planning Standin -More-
Family strife can threaten estate plans
Jun 18, 2018Even estate plans that do a good job of managing potential tax issues may fail to account for the potentially damaging effect -More-
PFP Bootcamp - Certificate Program
With approximately 10,000 baby boomers a day turning 65 over the next 10 years, many of your clients are looking for help planning their taxes, retirement, estate, risk management and investments. Are you prepared to help them?
The AICPA's Retirement Planning Certificate Program or the Personal Financial Planning Bootcamp will help you gain the expertise you need to ensure you're ready to assist your clients. The programs includes dynamic courses covering technical information you need to know through online, on-demand training. As an added bonus, use this to take you one giant step closer to earning the CPA-exclusive Personal Financial Specialist credential.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!