AICPA Personal Financial Planning Membership Section

The AICPA Personal Financial Planning Section assists CPAs who are interested in, or offering a range of personal financial planning services including tax, retirement, PrimePlus/Eldercare, risk management, insurance or investment advisory.

The AICPA Personal Financial Planning Section offers a variety of resources and programs that help broaden technical expertise, improve competency and help deliver high-quality PFP services. The Section also supports CPAs to help them grow and manage their PFP practice as well as maximize their profitability. These benefits include:

• Updates on legislative, regulatory and compliance matters;
• Technical materials and guidance from Forefield Advisor (a $400 value);
• Tools including sample forms, checklists, templates and information for client communications;
• Practice management guides;
• Member communications that discuss trends and issues affecting the PFP community; and
• Information and discounts on PFP-related products and events.

Click here for more information about The AICPA Personal Financial Planning Section.

Click here to see a brief video of what PFP Section members have to say about the benefits of membership.

Please Note: You must be signed in as an AICPA Member to purchase a Section Membership.

Not an AICPA member? Complete the online membership application and add Personal Financial Planning (PFP) Section membership to your application. You must be an active AICPA member to purchase section membership on this website.