PFP Practice Guides
PFP Section members and CPA/PFS credential holders receive free online access to AICPA personal financial planning guides to assist you in your practice. These useful guides present non-authoritative guidance on various PFP technical and practice management topics.
The technical guides summarize applicable best practices and deliver “how-to” advice for handling both common and unusual PFP technical issues and assessing associated business risks. Practice management titles discuss relevant and timely matters associated with the conditions and procedures unique to the delivery of PFP services.
Alternatively, members of the PFP Section, inclusive of CPA/PFS credential holders, may download PDFs of the guides here. Free excerpts and chapters of various guides are available for download here by non-members.
- Volume 1, 2017 edition (Open to all)
- Volume 2, 2017 edition (Free chapter)
- Volume 3, 2017 edition (Free chapter)
- Volume 4, 2017 edition (Free chapter)
The CPA’s Guide to Practical Retirement Planning
The CPA's Guide to Social Security Planning (Free chapter)
The CPA's Guide to Financing Retirement Healthcare (Free chapter)
A Guide to Financial Decisions: Implementing an End-of-Life Guide (Consumer guide available to the public)
Practice Management Topics
The CPA's Guide to Developing and Managing a CPA PFP Practice
Roadmap to Developing and Managing a CPA PFP Practice (Available to all)
The CPA's Guide to Technology in a PFP Practice
The CPA's Guide to Investment Advisory Business Models (Available to all)
Statement on Standards in Personal Financial Planning Services (Available to all)
Prudent Practices for Investment Advisors
Prudent Practices for Investment Stewards
Legal Memorandums for Prudent Investment Practices