AICPA Personal Financial Planning Trends Survey

This periodic survey will address trends and issues that CPA financial planners encounter with their clients. We are providing an in-depth look at the issues that practitioners and their clients are facing and providing data and analysis that CPA financial planners can use to understand trends in the planning industry

The information in the survey can be used by CPAs to understand the issues their peers are dealing with and to enhance relationships with the media and drive awareness of these issues.

More on AICPA TV

The table below provides more information on each survey.

Date Topic More information  
2020 Elder planning Media release Top-line report
2019 Retirement planning Media release and infographic Top-line report
2018 Impact of TCJA of 2017
Media release and infographic
Top-line report

Mid-year 2016

Retirement planning, diminished capacity and divorce close to retirement

Media release and infographic (Retirement & capacity)

Media release and infographic (Divorce)

Key Findings

Q3 2015

Market fluctuations and cash flow adjustments in retirement

Media release

Executive Summary

Q2 2015

Elder Planning

Media release

Executive Summary

Q1 2015

Retirement planning

Media release

Executive Summary

This information can be used:

  • to raise increase your awareness of issues that other CPA financial planners are facing with their clients
  • to promote your practice locally by use, for example, in interviews with your local media contacts, on your website, in client newsletters, or in speaking opportunities; focusing attention both on the importance of these issues and the role you play as a CPA financial planner

Media inquiries for the AICPA should be directed to Jon Lynch, AICPA Media Relations team (jonathan.lynch@aicpa-cima.com).

View the Quarterly Personal Financial Satisfaction Index (PFSi)