Personal Financial Planning Online CPE
Whether looking for income tax, retirement, estate, risk management/insurance or investment planning or anything in between, we have options for you including systematic CPE education curriculums, high level CPE overviews, or publications on specific areas providing continuing professional development (CPD) for your CPA/PFS.
Personal Financial Planning Education and Certificates
Whether you are looking for a complete PFP training curriculum or just specific topics, we have online CPE with proctored online certificate exams to get a digital badge and meet CPA/PFS credential requirements.
Organization: A curriculum of 5 PFP certificate programs, with 32 modules totaling 91.5 total hours of CPE covering the entire PFP body of knowledge.
Ready for the future: Achieving all 5 PFP certificates meets the education and exam requirements for the PFS credential.
Flexibility: Choose the option that best fits your goals:
ONLINE+EXAM |
Certificate package including all online CPE modules + online proctored certificate exam, resulting in a digital badge |
ONLINE |
Education bundle including only the online CPE modules |
EXAM |
Online proctored certificate exam only, resulting in a digital badge |
Individual modules |
Each module can be purchased individually to customize your learning experience |
Note for current CPA/PFS credential holders: Since you already hold the CPA/PFS credential, you do not need to obtain the PFP certificates or take the online proctored certificate exams. However, the ONLINE bundles and individual modules are a valuable source of CPE on a wide variety of PFP topics.
Discounts: PFP Section members and PFS credential holders get a 20% discount on any purchase. See the AICPA Store links below for pricing of the packages and individual modules. CPE hours are in parentheses.
These publications do not include CPE for your CPA license, but reading them will qualify for Continuing Professional Development (CPD) for the CPA/PFS credential initial and ongoing requirements.
Essentials of Personal Financial Planning
This book discusses and encourages planners to take a holistic approach to life planning, a process that places the client and the client’s desires, dreams, and goals above the financial plan. First covering robust foundational concepts (the PFP process, Standards, planning for retirement, estate and charitable goals, insurance, investments, elder needs, and education), the book builds on these to provide a deeper understanding of the PFP body of knowledge and its application, with an emphasis on income tax planning and integration with overall client goals.
This publication is available for purchase in the AICPA Store. PFP and Tax Section members and CPA/PFS credential holders receive a 10% discount.
Other Personal Financial Planning Technical Guides
One of the benefits of being a PFP Section member or a CPA/PFS credential holders is the free online access to the AICPA personal financial planning guides to assist in their practice. These useful guides present practical non-authoritative guidance on various PFP technical topics.
Learn more about these robust planning guides:
- The Advisers Guide to Financial and Estate Planning (4 volume set)
- The Advisers Guide to Retirement and Elder Planning (4 volume set)
- The Advisers Guide to Education Planning
