Key Member Benefits

AICPA/Moss Adams Study

There has been an explosive growth trend in the number of CPA firms providing financial planning/advisory services over the past decade. Many CPA firms are a natural fit to provide these services as they have partners and employees with the business acumen and deep tax knowledge that is necessary to give effective advice.

The AICPA/Moss Adams CPA Financial Planning Practice Study is the first ever study of its kind that analyzes the best practices and the challenges of firms practicing in this area. Use these study results to view what the most successful firms are doing to be profitable in this area. To get a head start on whether this study will be beneficial to your practice, click here to learn more about the study and read the executive summary. To purchase the full study report, click here.

Forefield Advisor

Operating at the intersection of leading-edge financial planning and state-of-the-art technology, Forefield Advisor is a world-class client education and communication tool and is now available to PFP Community members at no additional charge.

Forefield Advisor is a web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.

Overview of Forefield Advisor benefits:

Forefield Advisor - Full Access
The AICPA has partnered with Forefield, Inc. to give our members access to Forefield Advisor. Communicate more effectively and efficiently with your clients by using resources from Forefield Advisor, a world-class client education and communication tool. These communications can be sent directly to your clients with the proper Forefield Advisor copyright disclosed. View samples of content included as a PFP Community member benefit:

Business Owner

Business Succession Planning Case Study

Family Business Succession Planning

Personal Finance

Financial Planning: helping you see the big picture

Should you pay off your Mortgage or Invest?

Retirement planning

All about IRAs

Pension Protection Act

Forefield Newsletters - 20% Discount
Forefield Newsletters is a full-featured, monthly financial planning newsletter service offered to financial professionals to create customized, FINRA-reviewed, and fully branded newsletters for clients. PFP members get free access for 45 days and then a 20% discount.

Forefield Client Seminars - 10% Discount
Forefield Seminars are a great way to effectively build personalized presentations for existing customers or new prospects. They can be customized with your picture, logo, contact information, color scheme and disclaimer. All seminars include a PowerPoint file, a full script (on average, 30 - 45 minutes), and a customizable workbook. By subscribing, you'll be able to download the PowerPoint, script and workbook, and you will also be provided with updates to the seminar for a one year period.

Click here to learn more about Forefield Advisor.

Education

AICPA Advanced PFP Conference

Designed for our members! This is the event of the year for CPA financial planners to come together to network and gain from each others knowledge as well as to strengthen your technical and business expertise. Hear from experts in the industry including Robert Keebler, Deena Katz, Rebecca Pomering, Joel Bruckenstein and Eugene Fama, Jr. just to name a few.

Web Seminar Series

Designed based on feedback from the PFP Community members specific to issues of CPA Financial Planners!  These events are held throughout the year on a variety of intermediate and advance PFP topics, in both technical areas and practice management.

PFP Networking Groups

A study group formed based on feedback that we have received from our membership. Through the work of the AICPA PFS Credential Committee, the PFP Community is there to support our membership via networking events. The group ultimately decides the topics, speaker, and location of each meeting. Click here to learn more about the PFP Networking Group.

Technical Resources

Your membership includes access to an extensive array of online resources you need to best serve your clients. Take advantage of information on technical topics in the form of comprehensive guidance, tables, calculators, case studies, downloadable worksheets, articles, practice aids, and more. These resources comprise PFP topics including:

·         ElderCare/PrimePlus services

·         Estate planning

·         Income tax planning

·         Insurance and risk management

·         Investment planning

·         Personal finance

·         Retirement planning

Practice Management Tools

Disaster Recovery and Disaster Preparedness Guides

The AICPA and the National Endowment for Financial Education

jointly developed these broad-based guides to help victims of natural and man-made disasters recover from financial loss. You will receive complimentary copies of both guides.

Fiduciary Handbook: Prudent Investment Practice: A Handbook for Investment Fiduciaries

The AICPA and the Foundation for Fiduciary Studies have jointly developed a comprehensive handbook designed to promote prudent investment practices for more than five million investment fiduciaries in the U.S. The handbook is intended as a reference guide targeted at knowledgeable investment decision makers such as CPA financial planners and CPA Personal Financial Specialists (CPA/PFS). PFP Community members will receive a gratis copy of the Fiduciary Handbook (a $30.00 value). Stay one step ahead of the competition with this very informative resource.

Practice Development Tools

PFP Marketing Toolkit

This toolkit is offered as a PFP Community member benefit and is intended to help members promote their PFP practices and services. What follows is a variety of resources and information to assist you in your marketing and communications efforts. You may want to use these tools to:

Attract new clients and improve relations with existing clients;

Offer a public service to those in need of financial assistance or information;

Educate the general public or targeted audiences about personal financial planning  services;

Increase visibility by giving the presentations to business, consumer and community groups. Learn More>>

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Community

PFP Community Membership

PFS Credential

The PFP Community will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.  As a member, you receive essential information to stay up-to-date on critical PFP issues.  You receive guidance on performing proficient PFP services. You also receive valuable practice management tools such as sample forms, reports, exhibits, and checklists.  The monetary value of the benefits you receive far surpass the cost of membership. Click here to learn more about the member benefits of the PFP Community and how to join.

The Personal Financial Specialist (PFS) credential distinguishes you as a CPA and personal financial planner.  The AICPA has established a credential for CPAs who specialize in practice area. The PFS credential is granted exclusively to CPAs with considerable personal financial planning (PFP) experience who want to demonstrate their knowledge, skill, and experience by earning this exclusive credential. Click here to learn more about becoming a PFS and its benefits.

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Advocacy

360 Financial Literacy

Fiduciary Responsibility

It is a duty of the nation's Certified Public Accountants to promote financial literacy by helping Americans understand their personal finances and develop money management skills. Financial education is a lifelong endeavor—from children learning about the value of money to adults understanding how to reach a secure retirement. Click here to visit 360 Financial Literacy.

Investment fiduciaries include investment advisors, trustees, and investment committee members—many of whom are either CPAs, or advised by CPAs. Available tools and resources will discuss the importance of being a fiduciary and what steps need to be taken when you are serving in that capacity. Click here to learn more about the resources available on fiduciary responsibility.

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