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With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.

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PFS Exam Review Materials

Get the PFS Exam Review Materials, a collection of practice questions and case studies to assist PFS exam candidates as they prepare for the PFS exam. Updated for 2017.

Publication PFS credential preparation

PFP Practical Applications Certificate Program

An informative and engaging learning experience that will enhance your knowledge of personal financial planning. Learn to navigate the regulatory environment,...

Course – Online Practice management & professional standards Intermediate

PFP in Practice: Putting it all Together, Part 1 and 2

A two-part course presenting four case studies that cover typical scenarios the personal financial planner may encounter.

Course – Online Practice management & professional standards Intermediate

Financial & Tax Planning Considerations for High Net Worth Individuals

As the real-world impact of the TCJA becomes clearer, now is the time to guide your high net worth individual clients through financial and tax planning opportunities....

Webcast Individual income tax planning Intermediate

Tax Reform Readiness: Effectively Hold a Client Tax Planning Meeting

Join this webcast as we will help you lead important discussions with your clients about tax reform. Help clients understand how tax reform will affect their taxes and...

Webcast Practice management & professional standards Foundational

Tax Planning Developments & Opportunities Under The Tax Cuts and Jobs Act (TCJA)

This webcast provides a comprehensive overview of changes to tax rates, the increased standard deduction and the new QBI deduction. We will explore tax planning...

Webcast Individual income tax planning Intermediate

Individual Tax Fundamentals

This webcast provides participants up-to-date information on critical tax issues, giving them an outstanding foundation in the federal tax arena for individuals....

Webcast Individual income taxation Foundational

AICPA Personal Financial Planning Summit

Join us Jan 8, 2018 - Jan 10, 2018 - Rancho Palo Verdes, CA - The AICPA PFP Summit is a deeper dive on critical topics for personal financial planners and CPAs. A...

Conference – Live Practice management & professional standards Advanced

Getting to the Heart of Tax Reform: Individual Income Tax Changes and Planning Strategies

The monumental passing of the Tax Cuts and Jobs Act results in historic tax reform impacting nearly every American. This CPE course provides a comprehensive overview...

Webcast Individual income tax planning Foundational

Cash Management Strategies

Gain a fundamental understanding of the time value of money concepts, as well as the competent use of a financial calculator or time value of money software, to help...

Course – Online Estate planning Intermediate

Personal Financial Planning Process

Covers elements of the overall planning process, including gathering data, establishment of financial objectives and identification of constraints.

Course – Online Process, taxation & strategies Intermediate

PFP Regulatory and Fiduciary Landscape

Provides a road map for the Statement on Standards in Personal Financial Planning Services No. 1 (SSPFPS-No.1) and covers some of the laws that govern the securities...

Course – Online Practice management & professional standards Intermediate