Membership

PFP Member Discounts 


One of the valuable benefits of being a member of the PFP Section is the discounts that you receive on a variety of AICPA and third-party products and services. Click on any one of these for more information. 

Please note: PFP members can attend webcasts with top experts in the relevant topical areas for free without CPE.





* DISCLAIMER:
References to the products or services provided below do not imply any form of endorsement, non-endorsement, support or commercial gain by the AICPA.

Discounts off AICPA member prices 

Description 

Discount Amount

Conferences 

 
  - Advanced Personal Financial Planning $100
  - Tax Strategies for the High Income Individual $100
  - Advanced Estate Planning

$100


CPE
 
 
  - Webcasts

$15+ ea.

  - Self-study PFP courses (6)

$50 ea.

  - PFS Exam Review Course $125

PFS Credential Exam
 

$100

PFS Exam Sponsorship
     (if eligible) 

$400

Selected books on PFP topics
 
(available on CPA2Biz - search on "PFP")
 

20%

CPA Client Bulletin Select

20% 

Discounts from Third Parties*                      

Description  

Discount Amount

Leimberg NumberCruncher Software 

50% 

Forefield Products

 
  - Forefield Advisor -  $499 value

Free

  - Newsletters, Seminars, Web Resources, and Composer

20%

Inside Information Newsletters - $349 value

Free 

Spectrem Group Newsletters:
  - Affluent Investor Index

Free

  - Other Newsletters

45%

Spectrem's Millionaire Corner 20%
FinaMetrica

10%

Total Rebalance Expert (TRX)® 

10% 

The Kitces Report (Learn about this newsletter subscription)
10% 
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