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Section Memberships
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.
Price range from: $156.67–$235.00
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Section Memberships
For CPAs with tax practices who want the tools, technologies and peer interaction that lead to enhanced service delivery. Over 25,000 CPAs have already joined the AICPA's popular Tax Section. The Section keeps members up-to-date on tax legislative and regulatory developments.
Price range from: $160.00–$240.00
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CPE Self-Study
In this two-part, 2-hour narrated PowerPoint video, Tom Tillery will teach you how to counsel your clients to set practical and realistic goals for retirement and financial independence.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.5
Price range from: $79.00–$99.00
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CPE Self-Study
Help protect your clients and your organization from cyber threats with this self-study CPE course that covers the key concepts related to cybersecurity and digital transformation.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 1.0
Price range from: $59.00–$69.00
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CPE Self-Study
Written by an expert author, this session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 5.0
Price range from: $119.00–$149.00
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CPE Self-Study
Covers the types of attacks and attackers, the cybersecurity landscape and the security mindset.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 1.5
Price range from: $59.00–$69.00
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CPE Self-Study
This session discusses the professional responsibilities of a CPA financial planner and provides a comprehensive review of the Statement on Standards in Personal Financial Planning Services.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.5
Price range from: $99.00–$129.00
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Section Memberships
Registration for Upcoming PFS credential exams.
Price range from: $100.00–$500.00
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CPE Self-Study
Covers the financial and operational implications of investing in cybersecurity.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 2.5
Price range from: $99.00–$129.00
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CPE Self-Study
Understand the tax obligations of trusts and estates and how these obligations affect beneficiaries.
Field of study: Taxes
Formats available: Text
CPE credits up to: 8.0
Price range from: $169.00–$209.00
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CPE Self-Study
An introductory session to the personal financial planning process. It reviews methods of gathering client data, the regulatory landscape for personal financial planners, the economic environment and consumer protection issues.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.5
Price range from: $119.00–$149.00
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CPE Self-Study
In this four-part, 4-hour narrated PowerPoint video, moderator Tom Tillery will examine Governmental Plans, Qualified Retirement Plans, and Other Employer Retirement Plans.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 4.0
Price range from: $79.00–$99.00
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CPE Self-Study
The Estate Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge of estate planning.
Field of study: Specialized Knowledge
Formats available: Exam, Online, Online + Exam
CPE credits up to: 18.0
Price range from: $149.00–$669.00
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CPE Self-Study
Part of the Personal Financial Planning Certificate Program, this certificate program includes eight courses covering steps in the investment planning life cycle, along with a discussion of planning for and funding higher education.
Field of study: Specialized Knowledge
Formats available: Exam, Online, Online + Exam
CPE credits up to: 19.5
Price range from: $149.00–$669.00
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CPE Self-Study
Walk through the causes of data breaches and implications, and the appropriate responses.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 1.0
Price range from: $59.00–$69.00
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Publications
This guide is designed to aid tax advisers and researchers in developing their research skills. The book employs a systematic approach to tax problems based on essential research procedures. It provides specific examples of how to use research techniques effectively in both tax compliance and tax planning engagements, with an emphasis on communicating findings to clients.
Formats available: eBook, Paperback
Price range from: $69.00–$89.00
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CPE Self-Study
Written by expert authors, this session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 5.0
Price range from: $119.00–$149.00
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webcasts
This webcast, an AICPA ENGAGE session rebroadcast, will give you insight into the impact brought by the 2017 Tax Act to tax planning around divorce and potential issues that can be mitigated with early planning.
Dec. 18, 2019, 1pm–2pm ET
Field of study: Taxes
CPE credits up to: 1.0
Price range from: $59.00–$69.00
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Publications
This calendar scheduling tool serves as a virtual firm administrator, helping practitioners efficiently manage monthly, quarterly and annual administrative duties.
Formats available: On-Demand
Price range from: $249.00–$319.00
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Publications
Essentials of Personal Financial Planning guide is a great resource for financial planners to help their clients take a more holistic approach to their finances and put together a game plan for their future.
Formats available: Paperback
Price range from: $139.00–$179.00
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webcasts
This dynamic webcast looks at three use cases to demonstrate how blockchain can be implemented within financial planning to reduce errors, increase transparency, and drive investment opportunities.
Dec. 17, 2019, 9am–3pm ET
Field of study: Information Technology
CPE credits up to: 6.0
Price range from: $299.00–$379.00
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