American Institute of Certified Public Accountants (AICPA) - Personal Financial Planning

AICPA is the national, professional organization of certified public accountants comprised of more than 350,000 members.

Building a sense of Community among CPA financial planners

Enhancing Competency of CPAs who provide personal financial planning services

The AICPA mission is to provide members with the resources, information, and leadership that enable them to provide valuable services in the highest professional manner to benefit the public as well as employers and clients.

The AICPA’s Personal Financial Planning (PFP) Section is the premier provider of information, tools, advocacy, and guidance for practitioners who specialize in providing estate, tax, retirement, risk management, and investment planning advice to individuals and their closely held entities. The primary objective of the PFP Section is to support its members by providing resources that enable them to perform valuable PFP services in the highest professional manner. Members of this section broaden their technical expertise, improve their professional competence, and receive resources to deliver high-quality, profitable PFP services.

The PFP Section also supports the Personal Financial Specialist (CPA/PFS) credential, which is granted exclusively to CPAs who have further demonstrated their expertise in personal financial planning through education, experience, and testing.

Members of the AICPA’s PFP Section, inclusive of CPA/PFS credential holders, receive numerous benefits, including the following:

  • Frequent and relevant member communications that keep you on the cutting edge in your area of expertise, including weekly PFP News, bi-monthly Planner newsletter, and weekly Financial Planning Digest
  • Access to tools to help you better communicate and educate your clients like Forefield Advisor ($449 annual cost when purchased separately)
  • Free live webcasts led by subject-matter experts from around the country, as well as full access to a library of archived webcasts and materials
  • Technical resources, content suites and practice guides, such as The CPA’s Guide to Social Security Planning, 4-volume The CPA’s Guide to Financial and Estate Planning, The CPA’s Guide to Financing Retirement Healthcare, and the Planning after the American Taxpayer Relief Act and Net Investment Income Tax Toolkit
  • PFP professional standards, which provide practice and competency guidelines for those who offer financial planning services 
  • Continued monitoring of legislative and regulatory issues to protect the interest of the public and members.
For more information on our resources, CPE and events, newsletters, and advocacy, visit the AICPA PFP Section homepage at aicpa.org/pfp.