Maximize your membership

Your Personal Financial Planning Section (PFP) resources and benefits

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Association of International Certified Professional Accountants © Copyright 2017

Tax. Retirement. Estate. Risk Management. Investments.


Access your benefits today.

Learn more about the PFP team, our responsibilities to our membership, navigating the website, Broadridge Advisor tips, technical resources and more.

More ways to take advantage of your membership

These helpful tools and resources are included with your membership. Get started today!

Look out for PFP News

Add the PFP News email address, , to
your safe contact list to get the latest
news and updates each Wednesday. 


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Access learning content

We offer regular CPE webcasts throughout the year, including four FREE webcasts. As a section member, you can also access archives of all webcasts in the learning library. Check our upcoming calendar and register today.


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See PFP benefits

Maximize your section membership. Check out this list of all the PFP Section benefits you have access to.

If you’re interested in the PFS credential, here’s your pathway.

The Personal Financial Specialist (PFS) credential allows CPAs to demonstrate their knowledge and expertise in personal financial planning.  Learn. Pass the exam. Gain experience. Get Credentialed.


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Questions? Contact us

We’re here to help. Contact the PFP Team with any questions.

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Access planning resources

The personal financial planning resources section helps members to keep up with the latest planning strategies and trends in areas like Social Security, financing retirement healthcare, elder planning and education planning.

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