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.
Technology directly impacts your client experience, your ability to provide advice and your opportunities to grow your practice. Find everything you need in this new toolkit to help you research.
Send this letter to your clients to help spark a conversation about year-end planning opportunities
Connect with PFP peers and leaders at the PFP Summit January 7-9. Early-bird discount available through 11/30. Register today.
Financial Planning Digest
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!