Personal Financial Planning
Navigating personal finance decisions is more complex than ever. Your position as a trusted adviser in tax, retirement, estate, risk management, and investment planning is critical to helping clients prepare for the future. Here's everything you need to know to serve as their primary point of contact.
3,000+ resources to help you communicate with clients
Technical Guide Library
In-depth content on advising clients on PFP technical topics
Bob Veres Inside Info
An industry expert’s perspective on today’s hottest topics
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Find an extensive suite of technical and practice management resources in tax, retirement, estate, risk management, and investment planning.
Personal Financial Planning Subtopics
- Cash-Flow Planning
- Charitable Planning
- Consumer Content
- COVID-19: Personal Financial Planning
- Education Planning
- Elder, Special Needs & Chronic Illness Planning
- Employee & Business Owner Planning
- Estate Planning
- Financial Literacy
- Investment Planning
- Personal Financial Specialist
- Practice Management
- Professional Standards & Responsibilities
- Retirement Planning
- Risk Management & Insurance Planning
- Tax Planning
Personal Financial Planning Resources
Personal Financial Planning Section
You'll gain additional support and access to exclusive resources when you join the AICPA's Personal Financial Planning Section. As a CPA, you can further demonstrate your knowledge and expertise in personal financial planning with the Personal Financial Specialist (PFS) credential.