AICPA Store PFP Resources

AICPA Personal Financial Planning Resources for CPAs AICPA Personal Financial Planning Resources for CPAs
The AICPA offers a variety of information resources, tools and training to assist CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice.

UPCOMING WEB EVENTS
  • Personal Financial Planning Boot Camp
    On-Demand Webcast
    This class is an informative and highly engaging systematic review of all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, including the new Statement on Standards in PFP Services.

  • Protecting Your Clients from Financial Fraud and Abuse
    Date: February 27, 2017
    Recommended CPE Credit: 2
    Expert CPAs share advice on how to protect your clients from this financial fraud and abuse.

MEMBERSHIP & CREDENTIALS
  • AICPA Personal Financial Planning Membership Section
    Whether you practice in tax, estate, retirement, investment or risk management planning, the PFP Section will broaden your technical expertise, improve your professional competence and help you deliver high-quality, profitable PFP services. Members receive essential information to stay up-to-date on critical PFP issues and guidance on performing proficient PFP services, as well as valuable practice management tools such as sample forms, reports, exhibits and checklists.
UPCOMING CONFERENCES
  • Advanced Personal Financial Planning Conference
    Date: June 12 - June 15, 2017
    Location: MGM Grand, Las Vegas, NV
    Recommended CPE Credit: TBD
    Bring the greatest value to your clients by immersing yourself in three days of cutting-edge best practices and technical strategies from esteemed thought leaders in personal financial planning. Learn how to capitalize on planning opportunities and to deepen client relationships in the areas of estate, tax, retirement, risk management and investments.

  • AICPA Advanced Estate Planning Conference
    Date: June 12 - June 15, 2017
    Location: MGM Grand, Las Vegas, NV
    Recommended CPE Credit: TBD
    AICPA Advanced Estate Planning Conference will be offered at AICPA ENGAGE this year. Attend the conference that provides technical training on all current aspects of estate, gift and inheritance planning.

  • AICPA Conference on Tax Strategies for the High-Income Individual
    Date: June 12 - June 15, 2017
    Location: MGM Grand, Las Vegas, NV
    Recommended CPE Credit: TBD
    AICPA's ENGAGE is the newest, premier event that offers expanded leadership and learning opportunities to accelerate and advance your success. This one event brings together five of the AICPA's well-known conferences for four days of fresh ideas and breakthrough presentations and workshops - all under one roof.

  • AICPA Engage Conference
    Date: Jun 12 - Jun 15, 2017
    Location: MGM Grand Las Vegas, NV
    Recommended CPE Credit: TBD

    AICPA’s ENGAGE is the newest, premier event that offers expanded leadership and learning opportunities to accelerate and advance your success.
    6 Conferences. 1 Unique Event.
    Choose among six ENGAGE conferences. Your individual conference registration includes access to all of the ENGAGE sessions offered within each conference.

    • Advanced Personal Financial Planning
    • Advanced Estate Planning
    • Conference on Tax Strategies for the High-Income Individual
    • Practitioners Symposium/TECH+ Conference
    • National Advanced Accounting and Auditing Technical Symposium
    • Association for Accounting Marketing Summit