Member Communications

Financial Planning Digest: An e-newsletter to update you on trends, news, legislation and events of interest to CPAs who practice in the areas of tax, estate, retirement, investments and insurance. Sign up today>>

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Inside Information from Bob Veres: A leading information source for the elite of the financial planning/financial services profession. Learn More>>

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PFP Community News: A weekly member communication providing you with exclusive access to upcoming events, regulatory updates, Forefield Advisor alerts, and other valuable information related to the PFP Community.

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Planner: The PFP Division award winning, bi-monthly, quick read newsletter focusing entirely on PFP issues.

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Other Publications

PFP Alerts: Timely, relevant information for PFP Section Members and PFS Credential Holders from Forefield Advisor.

Client Templates: Turnkey templates you can use to communicate timely regulatory and PFP service issues to your clients.

Tax Adviser: AICPA’s publication on tax planning, trends and techniques.

Journal of Accountancy: The Journal of Accountancy Web site is up to date with news in the profession as well as access to the monthly flagship publication of the AICPA (published since 1905) that focuses on the latest news and developments related to the field of accounting.  Gain quick access to current and archived Personal Financial Planning articles.

Marketing/Media Toolkits: As part of the AICPA’s commitment to our PFP Community members, we offer two toolkits – one to build awareness for your PFS credential and market your services more effectively and the other to promote your PFP practice and services.