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  AICPA | Personal Financial Planning Community  
All Financial Planners Are NOT Created Equal...
Leverage Your CPA Expertise
Join the AICPA's PFP Section

The Personal Financial Planning Section provides:
  • Community – events and online forums where peers interact and share best practices
  • Information – electronic and print publications, general to specialty to keep you up to date
  • Professional Development – education, tools, practice aids, knowledge centers, conferences, web seminars
  • Practice Development – resources for learning how to get into PFP, expand your existing PFP practice, and communicate with clients using Forefield Advisor (a $399 value!)
  • Advocacy – promotion of and feedback on the unique issues facing CPA financial planners
  • Discounts – on PFP-related products and services to keep you on the cutting edge
  • And so much more!
Ready to take your PFP expertise to the next level?

Consider applying to become a Personal Financial Specialist (PFS) Credential holder. This is the only personal financial planning credential exclusively for CPAs – created by the AICPA. The PFS will differentiate you from other financial planners and show your clients you possess the objectivity and integrity of the CPA profession with specialized personal financial planning expertise. Click here to see if you qualify.

Give your clients the value-added services and support they need – join the PFP Section today!

Please fill out the information to the right and we will send you more information on the benefits of becoming a member today.
Yes! I Want More Information on
How to Become a PFP Section Member
or PFS Credential Holder
I'd like further information about:  PFP  PFS
First Name: 
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Are you a CPA?  Yes  No
Are you a regular AICPA member in good standing?
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If yes, provide AICPA Member Number: 
Have you passed at least one of the following exams:
NASD Series 7, 65 or 66, CFP, ChFC, CFA?  Yes  No
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