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.
Access CPE courses that provide a comprehensive look at the tax reform changes impacting individuals and families as well as critical financial planning considerations and strategies.
PFS exam practice questions and case studies for the PFS exam are now available (previously part of the review CPE course). Access hundreds of practice questions on all topics of the PFS exam including the new areas of elder and education planning which can help you prepare for the 2017 exam.
A resource for accounting educators seeking to develop or modify accounting programs or course offerings to best prepare students to enter the accounting profession. The objective is for students to understand the role personal financial planning plays in serving individual clients by building a foundation for future learning in PFP.
Financial Planning Digest
Help clients balance retirement and education planning
Feb 12, 2018Clients with college-bound children should understand that their retirement needs have to come first, writes Ross Riskin, CPA -More-
Attorneys expect fiduciary rule proposal in fall
Feb 12, 2018-More-
Deductions for charitable contributions from trusts are limited, court rules
Feb 12, 2018Deductions for charitable contributions from trusts are handled differently by the Internal Revenue Code than deductions for -More-
Social Security benefits hacked: A cautionary tale
Feb 12, 2018Take this as a warning: No one is immune. -More-
Bring the greatest value to your clients by becoming the most trusted resource for navigating shifts and changes in the global economy. 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, and learn a holistic approach to every life stage affecting your client’s financial outlook.More on AICPA TV
Stay on top of what’s new. The AICPA wants your practice to thrive. Take a look at the benefits your AICPA membership provides and the extra perks you can get by joining the PFP Section, such as the highly popular guides, newsletters and checklists.
Join the PFP Section
The PFP Section supports CPAs involved in any aspect of personal financial planning including income tax, estate, retirement, investment, or insurance planning. 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!
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