Building a Tax and Financial Planning Advisory Business: Key Resources

Here are some key resources from the AICPA Personal Financial Planning Section to help you get started:

Conference Materials

• Panel practice profiles
• Sample action plan
• Tips for presenting and communicating the financial plan to Your client
• Resources and tools
• Presentation Materials
  • Workshop panel slides
  • A practical approach to client meetings
  • Regulatory & compliance issues
  • Improving the client experience through technology
  • The Financial Planners’ Tax-Focused Retainer: A Compensation Model that Works

Formalizing financial planning services

• Start with why, what and how by accessing the Planning & Tax Advisory Services hub.
• Roadmap to developing a tax & financial planning business
• The CPA’s Guide to Investment Advisory Business Models
• Statement on Standards in Personal Financial Planning Services

Resources to help you serve clients

• Analysis of a Tax Return for Planning Opportunities
• Personal Finance Scorecard
• PFP technical guides, our in-depth reference handbooks
• Impact of Tax Reform on Planning Toolkit 

Technical Learning

• Advanced Personal Financial Planning Conference at ENGAGE
• CPA/PFS Program, including PFP certificate pathway
• PFP Learning Library with 24/7 access to learning from leading professionals

Additional Resources

• Weekly AICPA PFP News – delivered to your inbox or access here
• Resources by subject area: estate, tax, retirement, risk management, investment, and practice management
• Broadridge Advisor with 3,000+ client-ready content pieces