For over a century, CPAs have been integral to personal finance decisions, and the AICPA® has been at the forefront of supporting CPAs in personal financial planning (PFP) for four decades. The establishment of the PFP Section and the Personal Financial Specialist (PFS™) credential are testaments to this enduring support.
Over the past decade, the codified PFP standards have been integral in guiding CPA financial planners in their processes while upholding the AICPA Code of Professional Conduct.
In 2024, personal