Serve clients; stay ahead of the curve with the AICPA’s PFP Section
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Serve clients; stay ahead of the curve with the AICPA’s PFP Section

1 year ago · 2 min read

Changing client needs and expectations coupled with a rapidly evolving professional and technological landscape, it’s up to you to keep up. Perhaps now more than ever, clients are looking to you, their trusted adviser, to help. Not only are clients looking for answers to their personal finance questions, but they want to go deeper. Can they retire early? If so, what sort of lifestyle can they live? What if their child needs special education or how will they keep their hard-earned wealth in the family? Let the AICPA’s PFP Section help you stay ahead of all these changes and take your client relationships all the way, because right now, your services are key.

What is the PFP Section?

We are the premier provider of an unparalleled package of resources designed specifically for CPAs and professional financial planners offering tax, retirement, estate, risk management and investment services. We have everything you need to take your client relationships, your practice and your career to the next level. In essence, the PFP Section is the home for all professional financial planners.

How does this benefit me?

Our members overwhelmingly report that the PFP Section has transformed the way they practice. Your time is valuable, client demographics are shifting and staying current is vital. PFP Section resources are designed to help with these concerns. In fact, here’s what some of our members have to say about the PFP Section:

  • “I use the resources extensively. It would be hard to run my business without the resources and support of the PFP Section.”

  • “It’s very comforting to have such a level of excellence on your side.”

  • “The section’s extensive resources create value no financial professional should do without.”

What do I get?

Some of the most popular benefits of PFP Section membership include:

Timely news and forward-thinking ideas

PFP News - A recap of new resources, professional news and upcoming PFP events

Bob Veres’ Inside Information - Forward-thinking ideas on the profession and for your practice

Client-ready content

Broadridge Advisor - Over 3,000 resources to help you talk with clients about complicated topics

Business Development Toolkits for CPA/PFS credential holders & CPA financial planners - Marketing materials showing the benefits of working with a CPA financial planner or a CPA/PFS

Learning opportunities

Technical and practice guides - In-depth content to help you advise clients and manage your practice

Hot topic toolkits and resources - subject-focused tools like Roth IRAs and Proactive Planning

Online education and free CPE: 13 free CPE hours annually via PFP Section webcasts and self-study courses

Access to all PFP recordings including videos and podcasts

Professional development and the CPA/PFS credential

Stand out from other CPAs and financial planners by obtaining the CPA-exclusive PFS credential. You can use the PFP review materials or the PFP Certificate Program to get you there.

Professional development through in-person learning

  • Advanced PFP Conference as part of AICPA ENGAGE annually in June

  • PFP Summit annually in January

Discounts on all PFP-related courses and training materials

So how do I get started?

As an AICPA member, it’s easy to upgrade your membership to include the PFP Section. Click here to join today.

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What did you think of this?

Every bit of feedback you provide will help us improve your experience

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