PFP & CPA/PFS Learning Opportunities

The AICPA offers learning options for CPAs at all levels, whether you are preparing to become a CPA/PFS or you already have the credential. The learning opportunities we offer address key areas in the personal financial planning (PFP) Body of Knowledge including:

  • Estate
  • Retirement
  • Investment
  • Risk management
  • Insurance planning


In addition, related areas are included such as charitable, education, elder, employee benefits and business owner planning. Tax planning is an integral part of each area and an incredible opportunity for CPA’s to open the door to deeper client rellationships.

Types of Learning Opportunities

We offer a variety of ways to obtain the knowledge needed to pass the exam, obtain a certificate or obtain the PFS credential.