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Personal Financial Planning

Navigating personal finance decisions is more complex than ever. Your position as a trusted adviser in tax, retirement, estate, risk management, and investment planning is critical to helping clients prepare for the future. Here's everything you need to know to serve as their primary point of contact.

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    Upcoming Personal Financial Planning Webcasts and Free CPE
    May 23, 2023
    1 min read
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    Bob Veres Media Reviews: Standards you’ve set for your practice
    May 06, 2023
    13 min read
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    PFP Digest
    May 16, 2023
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    PFP Section
    May 24, 2023

    Just for PFP Section Members

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    Broadridge Advisor

    3,000+ resources to help you communicate with clients

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    PFP Guides

    In-depth PFP practice management and technical guides

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    Bob Veres Inside Info

    An industry expert’s perspective on today’s hottest topics

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    Podcast Library

    Access to podcasts from top experts

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    Practice Management

    Content on PFP practice management topics

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    Volunteer and network

    Shape and influence the CPA financial planning profession

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    Resources

    Find an extensive suite of technical and practice management resources in tax, retirement, estate, risk management, and investment planning.

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      Personal Financial Planning Subtopics

      Personal Financial Planning Section

      You'll gain additional support and access to exclusive resources when you join the AICPA's Personal Financial Planning Section. As a CPA, you can further demonstrate your knowledge and expertise in personal financial planning with the Personal Financial Specialist (PFS) credential.

      Join Now
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      News

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      Personal Financial Planning by Industry

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      Banking and Lending

      View all Personal Financial Planning and Banking and Lending ContentView the Banking and Lending homepage
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      CPE & Learning

      Webcast
      The Most Effective Retirement Income Strategies for Your Clients
      Webcast
      Level: Intermediate
      Jul 25, 2023
      $0 - $82
      CPE Credits:
      1
      CPE Self-study
      Investment Planning Certificate Program (Exam + Course)
      Online
      Level: Intermediate
      $449 - $780
      CPE Self-study
      Retirement Planning Certificate Program (Exam + Course)
      Online
      Level: Intermediate
      $450 - $749
      View all CPE & Learning

      Personal Financial Planning by Trend

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      Business Model Evolution

      View all Personal Financial Planning and Business Model Evolution ContentView the Business Model Evolution homepage
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      Professional Insights

      CPAs to the rescue during COVID-19
      Get to know your community & learn from each other in this series
      May 22, 2023
      LOCKED
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      Bob Veres Media Reviews: Four secrets from a referral coach
      May 15, 2023
      LOCKED
      Two people reviewing and signing a contract
      Bob Veres Media Reviews: Standards you’ve set for your practice
      May 06, 2023
      View all Professional Insights

      Personal Financial Planning by Skill

      People

      View all Personal Financial Planning and People ContentView the People homepage

      This site is brought to you by the Association of International Certified Professional Accountants, the global voice of the accounting and finance profession, founded by the American Institute of CPAs and The Chartered Institute of Management Accountants.

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