Personal Financial Planning Free Resources

In order to provide a sample of the extensive resources available to PFP/PFS members, the AICPA PFP Division has unlocked a small segment of our member benefits. Access these free resources below!
  • About the PFP Section
The Personal Financial Planning Section is the premier provider of information, tools, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice. Join the PFP Section. Note that new PFP Section members receive 4 complimentary CPE credits to use with any PFP Section sponsored webcasts.

  • About the PFS Credential
The Personal Financial Specialist (PFS) program allows CPAs to demonstrate their knowledge and expertise in personal financial planning. Apply for the PFS Credential.