Sectional Memberships

AICPA Personal Financial Planning Membership Section

Publisher: AICPA
  • $50.00-$99.00
    AICPA Personal Financial Planning Section Membership Product #: 03-NEW-2018
    AICPA Member: $50.00
    Non-Member: $99.00
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 four 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.

About the Publisher


About the AICPA
The American Institute of CPAs (AICPA) 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.