Personal Financial Planning (PFP) Section

How do I subscribe to the PFP Section podcasts?
The PFP Section podcasts are your go-to source for staying informed on the latest trends and developments. A new episode is released most weeks and is available for free to all listeners.

To subscribe to our podcast series search for “pfplanning” in your podcast channel (Spotify, Google Podcasts, TuneIn, etc.) and locate the button to follow/subscribe to the series.

If you like to listen on your web browser, you can bookmark/add the pfplanning podcast webpage to your favorites in your browser.

When are the free PFP Section CPE events and how do I register for these events?
PFP Section members receive four complimentary webcasts each year that offer eight CPE credit hours and three self-study courses that offer five and a half hours of CPE credits.

Visit our Upcoming Personal Financial Planning Webcasts and Free CPE page for registration links to upcoming events. Also, PFP Section members get reminders in the PFP Section News e-newsletter so that they can mark their calendars and register far in advance of each event.

Does the PFP Section offer engagement letters?
PFP Section members have access to a collection of client compliance letters, such as templates for engagement, implementation, and monitoring and updating plans.

When are the year-end client planning letters available?
Resources contained in our CPA’s Marketing Toolkit (such as year-end tax planning letters)
are typically available by mid-November each year.

I’m having trouble finding a resource I need or have a suggestion for a new resource. How do I get assistance?
Email us at financialplanning@aicpa.org. We welcome all feedback.

What are the benefits of the AICPA PFP Section?
PFP Section members receive benefits that include:

• Technical guides and Practice guides — Charts, graphs and in-depth content to help you advise clients and manage your practice

• 16 free CPE hours — Four webcasts with up to eight CPE credit hours and three self-study courses with up to eight CPE credit hours

• Webcast archive library — Unlimited 24/7 access to our archived webcasts

• PFP News— A weekly recap of new resources, professional news and upcoming PFP events delivered to your inbox

• Bob Veres — An industry expert’s perspective on today’s hottest topics and summaries of current media articles

• Proactive planning toolkit — Tools and resources to help you plan proactively for your clients.

• Member discounts — Discounts, on top of the AICPA member discount, including savings on select conferences, 20% discount on many other products and other special promotions

• Broadridge Advisor — Over 3,000 resources to help you talk and communicate with clients about financial planning topics

• Business development toolkits –— Print and social media ads to help promote your expertise as a CPA financial planner/personal financial specialists

• Advocacy — Representation in Washington on issues specific to financial planners

Does the AICPA PFP Section provide networking opportunities to help members knowledge-share and get help with technical tax issues?
The AICPA Personal Financial Planning Section LinkedIn group keeps members up to date on tax legislation and regulatory developments and fosters peer discussions on technical tax issues and practice management.

Volunteering is an excellent way to build a network of professionals. Visit Volunteer Central or contact the AICPA PFP Section at financialplanning@aicpa.org to find out how you can get involved. Many CPA state societies also offer member forums and networking opportunities to discuss tax matters with local peers.

How do I subscribe to relevant PFP communications from the AICPA and PFP Section?
Check your AICPA communication preferences by signing into your AICPA account and making sure you’re subscribed to the following selections.

• In “General Information,” check that you are subscribed to AICPA News Update.

• In “PFP,” check that you are subscribed to Financial Planning Digest.

• In “Section Membership”, check that you are subscribed to PFP Section News e-
  Newsletter.

I am having issues accessing the website and viewing certain webpages and resources. How do I get help?
The AICPA Global Engagement Center can help you troubleshoot your issues. Try the following tips:

• Use Google Chrome as the recommended browser for our website.

• Hit F5 to refresh your browser.

• Clear your history, close your browser, and reopen your browser.

• Log out of your account and log back in again.

• Need additional help? Select the chat icon to the right of your screen, visit our help page for frequently asked questions and other contact information or email the PFP Section at financialplanning@aicpa.org.

Why did I receive a section renewal notice? I only recently became a PFP Section member?
Section membership dues follow the same timeline and process as your general membership dues. (All membership renewal payments are due each year by July 31; the first renewal notices are sent in June.)

A section membership runs from Aug. 1 through July 31. Your initial dues are prorated based on the month you joined.

For example:

• If you purchased a section membership in May, June or July 2022, your initial payment was prorated for 14, 15 or 16 months, respectively, to cover the remaining months in the 2021–22 membership year, plus the upcoming 2022–23 membership year. Your membership would expire July 31, 2023. This means you would not receive a renewal notice for section membership during the 2022–23 membership year.

• If you purchased a section membership from January to April 2022, your initial payment was prorated to cover the remaining months in the 2021–22 membership year only, and your membership would expire July 31, 2022. This means you would receive a renewal notice for section membership during the 2022–23 membership year.

Go to My Profile to view your specific renewal date.