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.
Explore practical solutions that will help you address client planning needs in light of the SECURE Act.
Download this popular resource which can be used to plan for clients in 2020.
In this new Journal of Accountancy article, several CPA financial planners share a compelling message of why PFP services are the future and how they will help practitioners endure technology and client changes.
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
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!