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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PFP Guides

In-depth PFP practice management and technical guides

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Proactive Toolkit

Charts and audio learning on hot financial planning topics

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Podcast Library

Access to podcasts from top experts

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Video Library

Access to webcasts/slides from top experts

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PFS Credential

Overview of the personal financial specialist program

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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.

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Professional Insights

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