CPE & Learning
Planning for clients with $1M to $15M in net worth
in 3 days
Personal Financial Planning
Navigating personal finance decisions is more complex than ever. Your position as a trusted adviser in tax, retirement, estate, risk management, and investment planning is critical to helping clients prepare for the future. Here's everything you need to know to serve as their primary point of contact.
Just for PFP Section Members
Broadridge Advisor
3,000+ resources to help you communicate with clients
PFP Guides
In-depth PFP practice management and technical guides
Proactive Toolkit
Charts and audio learning on hot financial planning topics
Podcast Library
Access to podcasts from top experts
Video Library
Access to webcasts/slides from top experts
PFS Credential
Overview of the personal financial specialist program
Already a PFP Section member? Log in with your AICPA.org account to access your content.
Resources
Find an extensive suite of technical and practice management resources in tax, retirement, estate, risk management, and investment planning.
Personal Financial Planning Subtopics
- Cash-Flow Planning
- Charitable Planning
- Consumer Content
- Education Planning
- Elder, Special Needs & Chronic Illness Planning
- Employee & Business Owner Planning
- Estate Planning
- Financial Literacy
- Investment Planning
- Personal Financial Specialist
- Practice Management
- Professional Standards & Responsibilities
- Retirement Planning
- Risk Management & Insurance Planning
- Tax Planning
Personal Financial Planning Resources
Personal Financial Planning Section
You'll gain additional support and access to exclusive resources when you join the AICPA's Personal Financial Planning Section. As a CPA, you can further demonstrate your knowledge and expertise in personal financial planning with the Personal Financial Specialist (PFS) credential.
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