PFP Section Members

Thank you for being a Personal Financial Planning (PFP) Section member.

Access resources to help you do your job faster and more effectively such as Broadridge Advisor and a variety of technical and practice management learning, guides and toolkits all organized by topic area.



As a PFP Section member, you get access to these exclusive member discounts and more, such as:
  • Broadridge Advisor (FREE) a savings of $499
  • PFP-related books (20% savings)
  • Conferences ($100 savings)
  • PFS Program — Discounts on PFS Exam prep and the exam
  • Plus, as an AICPA member you have access to the AICPA Member Discount Program — Get discounts on products and services you use every day.

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Stay current on your CPE requirements by attending our webcasts, podcasts and conferences.
  • Web Events — Register, preview upcoming webcasts and podcasts
  • Conferences — Register for upcoming PFP conferences
  • Learning Library — As a PFP Section member, you have unlimited access to all of the post-event webcast/podcast/video recordings and presentation materials

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Get involved in the PFP Community by:
  • Joining a committee
  • Volunteer
  • Joining our private LinkedIn Group
  • Awards and recognition
Get involved >>

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PFP offers the Personal Financial Specialist (PFS™) credential. Obtaining a credential can help position you as an expert in your field, boost career opportunities and demonstrates your commitment to the profession.

You will be able to:
  • Gain competence and confidence.
  • Get support from a community of like-minded professionals and access to latest tools, resources and learning opportunities to be successful
  • Add credibility by being backed by the AICPA
  • See how the CPA/PFS can take your career to the next level. Download the CPA/PFS pathway infographic >>

Learn more about becoming a CPA/PFS >>

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