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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.

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Broadridge Advisor

3,000+ resources to help you communicate with clients

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Guides

In-depth content on advising clients and managing a practice

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Bob Veres Inside Info

An industry expert’s perspective on today’s hottest topics

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Resources

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

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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.

Personal Financial Planning

The premier provider of information, tools, advocacy and guidance for practitioners who specialize in providing estate, tax, retirement, risk management and investment planning advice. View on aicpa.org