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Personal Financial Planning (PFP) Section membership

Available to all current AICPA members

Personal Financial Planning (PFP) Section membership offers resources to broaden your technical expertise, improve your professional competence and expand your practice in tax, estate, retirement, risk management and investment planning.

As a PFP Section member, you get:

  • 4 free PFP webcasts — up to 8 complimentary CPE credits ($396 value)
  • Client ready content via Broadridge Advisor™ - Over 3,000 resources to help you talk with clients about complicated topics  ($499 value)
  • PFP resources: The latest planning strategies and trends in personal financial planning services to help you advise clients and manage your practice
  • PFP publications: Weekly PFP News, weekly Financial Planning Digest, legislative and regulatory updates, Bob Veres Inside Information and more ($350 value)
  • 20% discount on all PFP-related products like the PFP Certificate program: Dynamic courses covering technical information through online, on-demand training

AICPA PFP Section: the home for all professional financial planners

All about the Personal Financial Planning Section

Our membership year runs Aug. 1 through July 31. When you join an AICPA section as a new member, your billing cycle will be prorated based on the month you join.

Please see the chart below for prorated PFP section membership rates:

Join Month Months of Membership 2019-20
August 12 $235.00
September 11 $215.42
October 10 $195.83
November 9 $176.25
December 8 $156.67
January 7 $137.08
February 6 $117.50
March 5 $97.92
April 4 $78.33
May 15 $235.00
June 14 $235.00
July 13 $235.00

Benefits of joining the Personal Financial Planning Section

Personal Financial Planning Section membership delivers what you want — and what you need.

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Explore these options if the Personal Financial Planning Section isn't right for you.


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