The CPA's Guide to Developing and Managing a PFP Practice

Publisher: AICPA
  • $49.00-$59.00
    The CPA's Guide to Developing and Managing a PFP Practice Online Access Product #: PCPAGDMO
    AICPA Member: $49.00
    Non-Member: $59.00

For many CPAs, offering personal financial planning (PFP) services is a natural extension of their existing practices. If you're considering entering this exciting and rewarding practice area or expanding your current PFP practice, this guide is an essential resource. Full of valuable and practical tools that you can implement in your practice, including a sample business plan, illustrative engagement letters, and client questionnaires, it walks you through the critical issues you need to consider. It then offers expert tips and advice on the numerous practice management issues to consider when building a PFP practice, including:

  • Identifying your market and expanding your services;
  • Staff selection and training;
  • Professional liability and risk management;
  • Fee structure and practice costs;
  • Marketing;
  • And much more.


Prepared by the AICPA's Personal Financial Planning Section and available free to PFP section members, inclusive of PFS credential holders.

Table of Contents

System Requirements

About the Publisher


About the AICPA The American Institute of CPAs is the world’s largest member association representing the accounting profession, with more than 412,000 members in 144 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting. The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialty credentials for CPAs who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. Through a joint venture with the Chartered Institute of Management Accountants, it has established the Chartered Global Management Accountant designation, which sets a new standard for global recognition of management accounting.