The AICPA celebrates 20 years of supporting CPAs in the expanding field of personal financial planning by developing a dedicated community for PFP professionals. More than 23,000 members provide these services and another 60,000 provide limited PFP services as an extension of their tax practices.

The Personal Financial Planning Community provides valuable resources to support CPAs who provide professional and ethical financial planning. Features of the site include consumer articles, frequently asked questions, decision tools, Java calculators, a powerful search engine, and content addressing engagements, estate and investment planning, personal income tax, retirement planning, insurance and risk management, personal finance, practice management and regulatory and statutory issues.

The development of this Community comes in response to CPA financial planners asking for a “home” to share, collaborate and network with peers, according to Joel Framson, CPA/PFS, chairman of the AICPA PFP Executive Committee.

The Community was also developed to educate consumers about personal financial issues and connects them with AICPA-credentialed personal financial specialists (PFS). A special Consumer Content section helps consumers determine their need for a financial planner and educates them on financial topics like budgeting and saving, managing credit, keeping financial records and deducting charitable contributions, to name a few.

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