
- 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.
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.American Institute of CPAs