Add more value to your client services beyond the tax return by leveraging solutions that give your firm the opportunity to scale tax and financial planning advisory services - 10% discount for AICPA members and 15% discount for PFP Section members.
As a Personal Financial Planning member, you are entitled to savings on PFP-related tools, conferences, PFS programs and more!
These exclusive member discounts help you help your clients!
As a Personal Financial Planning member, you are entitled to savings on PFP-related tools, conferences, PFS programs and more!
These exclusive member discounts help you help your clients!
Asset-Map
Bob Veres Inside Information/Media Reviews
As a PFP member you are eligible to receive deeply discounted savings on Inside information and Media Reviews.
NumberCruncher
It is the "instant answers" solution for financial planners. This easy-to-use tool includes a capital gain harvesting module – free to use! Learn more about this discount.
PFP conferences & webcasts
As a PFP Section member, you are eligible to receive savings on relevant discounted conferences & webcasts (CPE included with membership) with leading in experts in the CPA financial planning profession!
PFS programs
The CPA/PFS credential demonstrates the powerful combination of professional ethics that you adhere to + your ability to integrate your tax, estate, retirement, investment, and risk management technical expertise at an intermediate level. Take advantage of the discounts offered to credential candidates.
AICPA Member Discount Program
The AICPA Member Discount Program provides savings on products and services you use every day, personally and professionally. AICPA members save on travel, technology, office supplies, shipping and more. Start taking advantage of these great offers today!
If you are not a PFP section member, discover the premier benefits and access the information, tools, advocacy and guidance needed to enhance the value of your services related to tax, estate, retirement, risk management and investment planning advice. Join today to receive this discount and much more.
If you are not a PFP section member, discover the premier benefits and access the information, tools, advocacy and guidance needed to enhance the value of your services related to tax, estate, retirement, risk management and investment planning advice. Join today to receive this discount and much more.
Our guaranteeOur guaranteeEvery purchase you make from the AICPA & CIMA is safe and secure. We also guarantee 100% customer satisfaction on most of our products. If you’re not satisfied with your purchase, please contact us.
Our refund policyOur refund policyTo start the return process, please contact us first. View all products eligible for refunds.