PFP Section Members


Thank you for being a Personal Financial Planning (PFP) Section member. Download this quick reference guide (PDF) to get the most from your PFP section membership. The guide outlines the benefits that come with your membership and includes links to let you get started using them. You can also watch these short videos which will help you learn more about the PFP team and our responsibilities to our membership.


Access resources to help you do your job faster and more effectively such as Broadridge Advisor and a variety of technical and practice management learning, guides and toolkits all organized by topic area.



As a PFP Section member, you get access to these exclusive member discounts and more, such as:
  • Broadridge Advisor (FREE) a savings of $499
  • PFP-related books (20% savings)
  • Conferences ($100 savings)
  • PFS Program — Discounts on PFS Exam prep and the exam
  • Plus, as an AICPA member you have access to the AICPA Member Discount Program — Get discounts on products and services you use every day.

Back to PFP Membership Overview >>



Stay current on your CPE requirements by attending our webcasts, podcasts and conferences.
  • Web Events — Register, preview upcoming webcasts and podcasts
  • Conferences — Register for upcoming PFP conferences
  • Learning Library — As a PFP Section member, you have unlimited access to all of the post-event webcast/podcast/video recordings and presentation materials

Back to Membership Overview >>


Get involved in the PFP Community by:
  • Joining a committee
  • Volunteer
  • Joining our private LinkedIn Group
  • Awards and recognition
Get involved >>

Back to Membership Overview >>


PFP offers the Personal Financial Specialist (PFS™) credential. Obtaining a credential can help position you as an expert in your field, boost career opportunities and demonstrates your commitment to the profession.

You will be able to:
  • Gain competence and confidence.
  • Get support from a community of like-minded professionals and access to latest tools, resources and learning opportunities to be successful
  • Add credibility by being backed by the AICPA
  • See how the CPA/PFS can take your career to the next level. Download the CPA/PFS pathway infographic >>

Learn more about becoming a CPA/PFS >>

Back to Membership Overview >>