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.
Thank you for being a Personal Financial Planning (PFP) Section member. See how to get the most out of your PFP Section and maximize your benefits.
This edition adds more planning ideas relating to TCJA opportunities and changes with some programs. Also included are the authors now post-retirement perspectives on the subject as well.
Client-facing letter reminding them of year-end planning ideas and ways that their CPA financial planner can help
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!