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
How membership dues work
Our membership year runs Aug. 1 through July 31. When you join the Personal Financial Planning Section as a new member, your billing cycle will be prorated based on the month you join.
How to renew your membership
Renewal invoices are sent in June. Payment is due on or before July 31. Questions? Email us or call 888.777.7077 (9am–6pm ET Monday–Friday).
Free resources for today
- PFP podcasts
- PFP COVID-19 toolkit
- Volume 1 of The Adviser’s Guide to Financial & Estate Planning
- Resources to help you start a tax and financial planning practice
Interested in exploring the AICPA Personal Financial Planning Section?
Check out the "Adviser's Guide to Retirement and Elder Planning," covering client planning and decision-making.
Questions? Send us an email at financialplanning@aicpa.org.
Benefits of joining the Personal Financial Planning Section
Personal Financial Planning Section membership delivers what you want — and what you need.
Resources
Time-saving practice aids (forms, checklists, client letters, worksheets and client handouts) from members in PFP practice, providing in-depth guidance and clarity
Discounts
Up to 20% off section-related CPE self study, including AICPA's PFP Certificate Program, conferences and CPE
CPE and learning
Four free webcasts (up to 8 complimentary CPE credits) led by PFP subject-matter experts ($396 value)
News
The latest professional news with access to weekly PFP News, Bob Veres' Inside Information and Financial Planning Digest
Community
In-person and online networking opportunities through the PFP LinkedIn Group, Mentor Program and Volunteer Central
Advocacy
Monitoring and advocating for legislative and regulatory matters, such as the estate and gift tax, that affect CPA financial planners like you
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
Credentials and CGMA designation
Achievements that amplify and display your expertise to the world
