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PFP process

About this topic

With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.

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Two Lies & One Truth about Personal Financial Planning

Helping clients realize their financial dreams offers opportunity to open up new revenue streams for your practice and increase retention.

Article PFP process Foundational

Life Planning: The Conversation of a Lifetime

This article discusses “life planning," including how it differs from traditional financial planning and the benefits of being a life planner.

Article PFP process Foundational

Digital Advice Delivery Strategies for Your Financial Planning Practice

This podcast discusses strategies and tools for digital advice delivery with respect to interacting with potential clients, cultivating leads, and more.

Video Practice management & professional standards Foundational

Technology as a Relationship Gateway

This podcast discusses how to leverage technology in your financial planning practice to deepen client relationships.

Video Practice management & professional standards Foundational

The CPA's Guide to Financial and Estate Planning

This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.

Report Process, taxation & strategies Intermediate

The CPA's Guide to Developing and Managing a CPA PFP Practice

The guide will lead you through a range of business processes most frequently encountered when developing and managing a CPA Personal Financial Planning practice.

Report PFP process Foundational

Understanding and Applying the Statement on Standards in PFP Services

In this podcast, Clark Blackman and Dirk Edwards will lead members through a discussion on the nature and objective of the SSPFPS; when and to whom it applies; an...

Video PFP process Foundational

Statement on Standards in Personal Financial Planning Service - Compliance Toolkit

To aid in determining both applicability of SSPFPS No. 1 and compliance with it, the AICPA has developed the Standards in PFP: Compliance Toolkit.

Tool PFP process Foundational

Standards in Personal Financial Planning Services Compliance Manual

The manual addresses why SSPFPS is important to members in the protection of clients and their practice.

Report PFP process Foundational

Practical Applications of the Statement on Standards in Personal Financial Planning Services

This archived webcast discusses applying SSPFPS in your engagements with clients and using the compliance toolkit to implement the standards in your firm.

Webcast PFP process Foundational

Leveraging the Statement on Standards in Personal Financial Planning Services to Elevate Your Practice

This archived webcast explores how the standards can help in elevating your practice.

Webcast PFP process Foundational