Building a Personal Financial Planning Services Business

Use the resources below to help you in taking the next steps to build your personal financial planning business. If you have questions, contact the AICPA PFP team at

Additional Resources

  • PFP Practice Center
  • Weekly AICPA PFP News – delivered to your inbox or access here
  • Resources by subject area: estate, tax, retirement, risk management, investment, professional responsibilities and practice management
  • Broadridge Advisor
  • Bob Veres Inside Information Service and Media Reviews