Join the AICPA PFP Section for high-quality resources
and 13 hours of free CPE.

Personal Financial Planning (PFP) Section membership

Available to all current AICPA members

Personal Financial Planning (PFP) Section membership offers resources to broaden your technical expertise, improve your professional competence and expand your practice in tax, estate, retirement, risk management and investment planning.

As a PFP Section member, you get:

  • 4 free PFP webcasts — up to 8 complimentary CPE credits ($396 value)
  • Client ready content via Broadridge Advisor™ - Over 3,000 resources to help you talk with clients about complicated topics  ($499 value)
  • PFP resources: The latest planning strategies and trends in personal financial planning services to help you advise clients and manage your practice
  • PFP publications: Weekly PFP News, weekly Financial Planning Digest, legislative and regulatory updates, Bob Veres Inside Information and more ($350 value)
  • 20% discount on all PFP-related products like the PFP Certificate program: Dynamic courses covering technical information through online, on-demand training

AICPA PFP Section: the home for all professional financial planners

All about the Personal Financial Planning Section

Benefits of joining the Personal Financial Planning Section

Personal Financial Planning Section membership delivers what you want — and what you need.

Other AICPA Section memberships to consider

Explore these options if the Personal Financial Planning Section isn't right for you.

Tax

Everything CPA tax practitioners need to stay ahead of trends, and your advantage as the most trusted provider of professional tax services

Forensic and Valuation Services

Professional guidance, resources and tools for your forensic accounting and business valuation role

Not-for-Profit Services

Supporting your work with NFPs through the latest accounting, auditing, tax and governance resources

Individual memberships

Access to exclusive resources, networking and guidance for CPAs

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Credentials and CGMA designation

Achievements that amplify and display your expertise to the world

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