The AICPA’s PFP membership section brings you resources to start or grow your business to cover your clients' personal financial planning needs that are greater than ever before.
Has your firm struggled with how to efficiently add or expand into personal financial planning or wealth management services?
Are you concerned that you will lose some of your clients to a firm who is offering traditional CPA services and personal financial planning?
Is it difficult to answer your clients’ questions efficiently in this area?
Do your partners not understand the value that adding these services can bring to your business?
If any of the above questions resonate with you, the PFP Practice Center can help.
For Your Practice
Professional Responsibilities: a valuable framework of standards and guidance in providing financial planning services, including the AICPA Code of Professional Conduct and Statement on Standards in PFP Services (the statement). The AICPA issued the statement in January 2014.
Practice Management: an array of resources on the challenges of and solutions to managing a PFP practice, including the results of the AICPA-Moss Adams CPA Financial Planner Study.
Regulatory: navigate the minefield of federal and state registration, compliance guidelines and other regulatory issues.
Technology: navigate the array of technology choices to run an efficient PFP practice, including hardware, CRM software and financial planning software.
For independent advisors, we are offering the T3 Tech Hub, from Joel Bruckenstein, an online platform providing the latest news plus in-depth reporting on financial services technology.
Fox Financial Planning Network: a new program designed for the CPA practitioner to help you systematize and organize the planning process, administration and delivery of your financial planning or wealth management services.
For You, the Practitioner
Learning Opportunities: find all the resources you need for CPE and staying abreast the current PFP landscape, including web events, conferences, publications and recommended readings.
Broadridge Advisor: an education and client communication tool written by CPAs and attorneys in order to deliver clear, concise presentations, illustrations and articles to your clients.
PFS Credential: a credential granted by the AICPA for CPA financial planners with extensive tax expertise and comprehensive knowledge of financial planning.
Young Advisers Network, Students & Professors: resources and community for students, educators, young and emerging professionals.