Personal Financial Planning Consumer Content 

    Your personal finances should not be trusted to anyone but the most educated, experienced and ethical financial professional. Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area.

    The Personal Financial Specialist (PFS) is the financial planning specialty accreditation held exclusively by Certified Public Accountants (CPAs) who are members of the American Institute of Certified Public Accountants (AICPA).  

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    Personal Financial Planning Consumer Content

    Overview Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area.
    Published on April 07, 2014

    Financial Decisions Guide

    Article Whether you are currently dealing with the loss of a loved one, or making decisions about an aging parent, or simply want to proactively be ready for the future, this guide will help identify many of the issues, decisions and programs of which you should be aware.
    Published on May 17, 2013

    Prudent Investment Practices A Handbook for Investment Fiduciaries - Factsheet

    Overview Prudent Investment Practices: A Handbook for Investment Fiduciaries identifies practices that prescribe a timeless and flexible process for successful investment management decision-making.
    Published on May 17, 2013

    Disaster Recovery A Guide to Financial Issues Fact Sheet

    Overview Find out more about the guide Disaster Recovery: A Guide to Financial Issues, including the intended purpose and use of the guide. You will be able to counsel others on what to do next once disaster strikes.
    Published on April 10, 2013

    Disaster Preparedness Financial Issues

    Overview Disaster strikes and life suddenly changes. Routines can be shattered, jobs disrupted, properties destroyed, and loved ones lost. What do you next? This section will help.
    Published on April 02, 2013

    Disaster Financial Preparedness

    Overview Disaster strikes and life suddenly changes. Routines may be shattered, jobs disrupted, properties destroyed, and loved ones lost. This page details what do you do next.
    Published on January 15, 2013

    Deducting Charitable Contributions Good News for Good Samaritan

    Article If you belong to the large group of Americans who donate time, cash, and property to charitable organizations, there is good news for you. As long as you itemize on your tax return, you can take a deduction for your generosity.
    Published on January 15, 2013

    Disaster Recovery A Guide to Financial Issues - A Video

    Video View a video containing interviews with representatives from the AICPA, AICPA Foundation, CPAs, CPAs working with the American Red Cross, NEFE, American Red Cross, and clients of the American Red Cross using the disaster recovery guide.
    Published on February 14, 2012

    Find a CPA/PFS Near You

    Overview The individuals included on this site are members of the AICPA who are entitled to use the Personal Financial Specialist (PFS) designation. A CPA is granted this designation only after demonstrating experience in personal financial planning services and meeting other accreditation requirements established by the AICPA.
    Published on June 28, 2011

    Questions to Ask a Financial Planner

    Article Choosing the right financial planner requires some homework. The person you choose should be trustworthy, resourceful, knowledgeable, and creative in mapping out the right strategies for your financial future. Asking these questions can indicate how well a financial planner will be able to serve your needs.
    Published on March 29, 2011

    Why Should I Choose a CPA/PFS

    Overview The PFS credential was established for CPAs who specialize in personal financial planning and is awarded exclusively to AICPA members who have demonstrated considerable experience and expertise in that area. Learn more about why you should choose a CPA/PFS.
    Published on February 07, 2011

    Disaster Recovery A Guide to Financial Issues

    Guide Access the Disaster Recovery Guide online at the American Red Cross Web site. Also, visit links to a PowerPoint presentation, a fact sheet about Disaster Recovery, and an AICPA press release announcing the publication of Disaster Recovery: A Guide to Financial Issues.
    Published on October 13, 2010

    Managing Credit

    Article Living on credit can become a way of life. And if you are among the millions of Americans with chronic debt problems, you may need to put yourself on a debt management plan. With proper planning, you can escape the ""debt trap"" and free yourself of financial worries.
    Published on September 30, 2010

    Retirement Planning Achieving Financial Security for Your Future

    Article Retirement planning is a lifelong endeavor. Recognizing this is the first step to ensuring a financially secure future. Unfortunately, statistics show that many of us don't realize the necessity of planning for retirement.
    Published on September 30, 2010

    Estate Planning Protecting Your Family, Providing for Your Wishes

    Article Estate planning involves the development of strategies for protecting your assets, distributing them according to your wishes, and otherwise providing for your family. A carefully developed estate plan can help make the transition to a life without you easier for your family.
    Published on September 30, 2010

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