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Boost Your Achivement With The PFP Section
What are The Specific Benefits of Membership in the PFP Section?
Technical Resources
Client Communication Tools
Practice Management Tools
Guidance on Becoming a Specialist (PFS)
Many CPAs venture into Personal Financial Planning (PFP) because it is a logical extension of tax and accounting services. It also broadens the scope of a CPA's practice and provides new opportunities for generating revenue. As such, for CPAs that want to enhance their success as a financial planner, the AICPA’s Personal Financial Planning Membership Section provides resources and support that keep PFP practitioners at the forefront of the profession.
Boost Your Achievement with the PFP Section
The PFP Section 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.
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What Are the Specific Benefits of Membership in the PFP Section?
Members of the Personal Financial Planning Membership Section receive the following benefits:
· Technical Resources
· Practice Management Tools
· PFS Certification
· Membership to Forefield Advisor
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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
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Client Communication Tools
Forefield Advisor - Full Access
The AICPA has partnered with Forefield, Inc. to give our members access to Forefield Advisor. This is a web-based sales, education, and client communication tool that enables them to deliver current and concise advice to clients on a wide variety of financial technical topics.
Forefield Newsletters - 20% Discount
Forefield Newsletters is a full-featured, monhtly 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.
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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 Section 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.
Member Communications
You will also receive targeted publications that focus on current PFP issues, trends and opportunities that affect your practice:
· The Planner — an award winning, bi-monthly, quick-read newsletter focusing entirely on PFP issues.
· PFP E-News — a monthly e-mail publication to assist CPA Financial Planners with the tools and resources they need to be more successful.
· PFP Member Section Chair's Letter — a monthly electronic communication from the chairman of the PFP Executive Committee, giving you insight into issues especially pertinent to CPA financial planners.
· PFP Member Section Benefits Highlight — a communication highlighting various benefits and opportunities for members in the PFP Section.
Networking Opportunities
Invaluable networking opportunities with some of the best financial planners in America:
· PFP Town Hall Participation As a member of the PFP section, you will receive invitations to town hall meetings when they are held throughout the year.
· Online Collaborative Space Exclusive access to the CPA Financial Planner online discussion forum as part of the members-only area of the PFP Web site.
Advocacy & Outreach on Your Behalf
The PFP Section works hard to promote a favorable environment for CPA Financial Planners—representing your interests and monitoring legislation in Washington, D.C., and in your state. We also launch targeted public awareness campaigns that are designed to promote the image of CPAs as the premier providers of financial planning services. We continuously monitor the financial landscape to ensure that we are serving your best interests. PFP Section Members benefit from our advocacy and outreach efforts, such as :
· The AICPA has joined forces with the U.S. Department of Labor to create a series of seminars on fiduciary responsibilities of small business owners. CPA financial planners will be at the center of issues facing small businesses.
· The 360 Degrees of Financial Literacy Program provides a comprehensive approach to financial education, focusing on financial education as a lifelong endeavor, from teaching children sound savings habits to assisting adults with retirement plans.
· Representation of CPA Financial Planners on ISO Technical Committee 222, which is working on the development of international financial planning standards.
AICPA Conferences
PFP Section members receive conference discounts - another way your membership pays for itself. Listed below are several AICPA conferences that include sessions of interest to CPAs who provide PFP services:
· Personal Financial Planning Conference ($50 discount for PFP Section members)
· Tax Strategies for the High Income Individuals ($50 discount for PFP Section members)
· Practitioners Symposium
· Retirement and PrimePlus/Eldercare ($50 discount for PFP Section members)
· Advanced Estate Planning Conference ($50 discount for PFP Section members)
View details on upcoming conferences or call our AICPA Service Center Operations team at 888-777-7077.
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Guidance on Becoming a Specialist (PFS)
As a member of the PFP Section, you receive access to knowledge and training that supports your professional development and prepares you to become a specialist. CPAs that specialize in personal financial planning are encouraged to obtain the profession’s leading PFP credential, the Personal Financial Specialist (PFS) credential Click here to learn more about the PFS credential and its qualifications.
For more information about the PFP Membership Section, contact us by phone at 1-888-777-7077 or via e-mail at pfp@aicpa.org.
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