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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


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.

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

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Credentials and CGMA designation

Achievements that amplify and display your expertise to the world

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