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 TVThe table below provides more information on each survey.
| Date | Topic | More information | |
| 2020 | COVID-19 impact on financial planning | Media Release | Top-line report |
| 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) |
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Q3 2015 |
Market fluctuations and cash flow adjustments in retirement |
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Q2 2015 |
Elder Planning |
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Q1 2015 |
Retirement planning |
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)
