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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)
  • Broadridge Advisor™: Deliver current and clear information to your clients customized with your name and company logo ($499 value)
  • PFP resources: The latest planning strategies and trends in personal financial planning services, so you can practice competently and profitably
  • PFP publications: Breaking PFP news, legislative/regulatory advocacy, Bob Veres Inside Information and more
  • 20% discount on all PFP-related products like the PFP Certificate program: Dynamic courses covering technical information through online, on-demand training


 

All about the Personal Financial Planning Section

Benefits of joining the Personal Financial Planning Section

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

Other AICPA Section memberships to consider

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

Tax

Everything CPA tax practitioners need to stay ahead of trends, and your advantage as the most trusted provider of professional tax services

Forensic and Valuation Services

Professional guidance, resources and tools for your forensic accounting and business valuation role

Not-for-Profit Services

Supporting your work with NFPs through the latest accounting, auditing, tax and governance resources

Individual memberships

Access to exclusive resources, networking and guidance for CPAs

Explore memberships >

Credentials and CGMA designation

Achievements that amplify and display your expertise to the world

Start your pathway >