Personal Financial Planning Classroom Materials
Personal Financial Planning is an important part of the accounting curriculum. The skills students learn in your classroom will not only prepare them for more advanced courses, but to one day succeed in a career.
The below are supplemental curriculum resources that the AICPA Academics team have reviewed and think can be used in the classroom.
Award-Winning Curricula
The Academics team is proud to offer award-winning curricula designed to encourage faculty and expand the knowledge of accounting students. The curricula below is from the Accounting Professors Curriculum Resource tooland has been recognized for excellence with the Bea Sanders/AICPA Innovation and Teaching Award, the George Krull/Grant Thornton AAA Innovation in Junior and Senior-Level Teaching Award, or the Mark Chain/FSA Innovation in Graduate Teaching Award.
- Personal Budgeting
This personal budgeting project asks students to critically examine their projected income and expenses after graduation from college and estimate the impact of taxes on their expected cash flows. Students learn the importance of resource allocation and income taxation.
Additional Materials
Here are additional resources we have reviewed and think are useful to incorporate into the classroom.
Related AICPA Sections and Credentials
Personal Financial Planning Section
The Personal Financial Planning Section is the premier provider of information, tools, advocacy and guidance for practitioners who specialize in providing estate, tax, retirement, risk management and investment planning advice.
Personal Financial Specialist (PFS)
A CPA/PFS is more than a financial planner—he or she is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning.
The Personal Financial Specialist (PFS) program allows CPAs to gain and demonstrate competence and confidence in providing estate, tax, retirement, risk management and/or investment planning advice to individuals, families and business owners through experience, education, examination, and a resulting credential.
Personal Financial Planning Resources
The personal financial planning resources section within the AICPA site helps members to keep up with the latest planning strategies and trends in personal financial planning services so that they can practice competently and profitably.
