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.


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