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

PFP Section Benefit Icon - Broadridge nonmember
Broadridge Advisor

3,000+ resources to help you communicate with clients

Section Benefit Icon - Resource Library non-member
PFP Guides

In-depth PFP practice management and technical guides

Section Benefit Icon - Community non-member
Proactive Toolkit

Charts and audio learning on hot financial planning topics

Section Benefit Icon -Library nonmember
Podcast Library

Access to podcasts from top experts

NFP Section Benefit Icon - Webast archive non-member
Video Library

Access to webcasts/slides from top experts

PFP Section Benefit Icon - Broadridge nonmember
PFS Credential

Overview of the personal financial specialist program

Already a PFP Section member? Log in with your account to access your content.


Find an extensive suite of technical and practice management resources in tax, retirement, estate, risk management, and investment planning.

View all Resources

Personal Financial Planning Subtopics

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.

View all Professional Insights

Professional Insights