Section Memberships
AICPA Personal Financial Planning Membership Section
The AICPA Personal Financial Planning Section membership is voluntary for CPAs and other professionals who provide personal financial planning services to individuals and families. The PFP Section member benefits include The CPA's Guide to Financial and Estate Planning among numerous practice guides, as well as free web seminars led by renowned experts, award-winning newsletters like Planner, and invaluable networking opportunities with CPAs around the country.
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Join the Personal Financial Planning Section Today! Here's How to Become a Member
  • Current AICPA members, sign in with your member login and add the section to your shopping cart
  • Not an AICPA member? Complete the online membership application and be sure to add the PFP Section to your AICPA membership
  • Having problems joining? Call our Member Service Center at 888.777.7077 (Mon. - Fri. 9am - 6pm ET)

The AICPA Personal Financial Planning (PFP) Section offers a variety of resources and programs that help those providing tax, estate, retirement, investments and risk management services broaden their technical expertise, improve competency and deliver high-quality services. The Section also supports advisers to help them grow and manage their practice as well as maximize their profitability. These benefits include:

  • Technical resources and client communication tools, such as Broadridge Advisor (a $499 value);
  • Practice management guides;
  • Member communications that discuss trends and issues affecting the PFP community; Tools including sample forms, checklists, templates and more;
  • Updates on legislative, regulatory and compliance matters; and,
  • Information and discounts on PFP-related products and events.

The Value of the AICPA's Personal Financial Planning Section Membership

Take a look at these short videos which provide a quick overview of the PFP Section website, giving you an inside look at the resources and tools included with membership. Real-life CPAs speak about the importance of their membership in the PFP section and why they feel it is the professional home for CPA financial planners.

Complimentary CPE Credit for New Members!
As a new PFP Section member, you can receive up to eight complimentary CPE credits when you attend PFP Section-sponsored web seminars. The value of the CPE credits more than pays for your first year of membership. Become a member today and see why so many CPAs turn to the AICPA PFP Section for resources for help with tax, estate, retirement, investment and risk management planning.

Find out more about The AICPA's Personal Financial Planning Section.

If you're a CPA/PFS Credential holder, you already have access to PFP sections benefits. Start enjoying them today.
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American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 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 specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

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*Your first year dues may be prorated based on your join date. This offer available online only.
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