Shaping financial planning: PFP support and standards

CPA financial planners play a pivotal role in helping clients reach their goals by providing personal financial planning and guidance in areas such as investments and estate and tax planning. In 1986, the AICPA created the Personal Financial Planning (PFP) Section to advise and support CPA financial planners in their delivery of financial planning services. Championing CPA financial planners was strengthened further with the addition of PFP standards in 2014. The standards assist CPA financial planners in applying the AICPA