Personal Financial Planning

Personal Financial Planning

Find helpful client relations tools, register for professional education courses, read about the latest legal developments, and more.

Recent Developments & Featured Programs

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Client Relations

  • Visit AICPA's Personal Financial Planning Center
    This resource offers CPAs access to a comprehensive library of tools and educational materials on a full range of financial planning practice areas.
  • Personal Financial Planning - Making the Most of Your Retirement Plan
    Download a copy of the brochure and PowerPoint presentation to use at your next speaking engagement or for use in your practice.
  • CPA Locator
    List your firm in this searchable database for free. Potential clients looking for an accounting professional can use this tool to find a financial professional that best meets their needs.

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Professional Education

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Articles

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Investment and Financial Data

ABI World provides bankruptcy information.

Department of the Treasury provides information on currency (exchange rates), government bonds, domestic assets, foreign assets control, tax policy, banking and finance, and financial management.

EDGAR, a Securities and Exchange Commission database, provides the most comprehensive data on publicly traded companies, including SEC filings, quarterly reports, and more.

Financial Data Finder from Ohio State University provides data on various financial markets.

International Trade Administration provides international trade statistics on all trade sectors.

Standard & Poor's Stock Guide is considered the leading stock market reference tool.

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PICPA Member Resources
  • Exclusive Discounts
    From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts.
  • E-Mail Discussion Groups
    Connect with colleagues through members-only e-mail forums in Best Practices in Business & Industry, Taxation, and others.
  • Peer-to-Peer Consultation Service
    Get advice from a colleague on an administrative or technical question.
  • Speakers Bureau
    Personal Financial Planning topics are hot items for community group presentations and media interviews. Donate your time and expertise on these topics to promote the image of CPAs as well as meet potential new clients.
  • Get Involved
    Join the Personal Financial Planning committee or consider another opportunity to share your experience and knowledge.
  • Share the Value - Refer a Member
    Refer a CPA colleague or sponsor a non-CPA professional for PICPA.
From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts. From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts. From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts. From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts. From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts. From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts. From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts. From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts. From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts. From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts. From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts. From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts. From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts. From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts. From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts. From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts. From Brooks Brothers to Office Depot to Hertz car rental, make the most of your PICPA discounts.

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PFP Committee Members on YouTube    
Several members of PICPA's Personal Financial Planning Committee were interviewed by Mary Caraccioli, former host of Comcast's Money Matters and current host of Live Well HD, at the 2009 Personal Financial Planning Conference. See and listen to them discuss their financial strategies below.

Exclusive PICPA member benefit. Join Now.

 

 PFS Credential    
The Personal Financial Specialist (PFS) designation is the financial planning specialty accreditation held exclusively by CPAs who are AICPA members.