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AICPA Personal Financial Planning Certificate Program

The American Institute of CPAs (AICPA) offers a comprehensive Personal Financial Planning Certificate Program designed to equip CPA financial professionals with the knowledge and skills needed to excel in the field of personal financial planning. This program, written by Susan and Tom Tillery, provides valuable resources for the CPA looking to transition into financial planning.

The AICPA’s Personal Financial Planning Certificate Program is a series of courses covering essential topics in the personal financial planning process, such as estate planning, financial independence planning, investment planning, tax planning, insurance / risk management planning. These courses are developed and taught by industry experts, providing participants with practical insights and strategies to address clients’ financial needs. Benefits of the program include:

  • Comprehensive Curriculum: The program offers a comprehensive curriculum covering various aspects of personal financial planning, ensuring participants gain a deep understanding of key concepts and strategies.
  • Credibility and Recognition: Completing the program earns participants the CPA/PFS certificate from the AICPA, a globally recognized organization known for setting high standards in the accounting and finance profession. This credential enhances credibility and demonstrates expertise in personal financial planning.
  • Career Advancement: The knowledge and skills acquired through the program can open up new career opportunities and enhance prospects for advancement in the financial services industry. Whether you’re seeking to expand your practice, pursue leadership roles, or transition into financial planning, this program provides a solid foundation for success.
  • Networking Opportunities: Participants have the opportunity to network with peers and industry professionals, facilitating knowledge sharing, collaboration, and career growth. The AICPA’s extensive network connects individuals with like-minded professionals and experts in the field, fostering valuable relationships for ongoing learning and development.
  • Continuing Education: The program offers continuing education credits, allowing participants to fulfill ongoing professional development requirements and stay abreast of industry trends and best practices. This commitment to lifelong learning is essential for maintaining relevance and competitiveness in today’s dynamic financial landscape.

The AICPA Personal Financial Planning Certificate Program is ideal for CPAs interested in expanding their expertise in personal financial planning. Whether you’re a seasoned practitioner or new to the field, this program provides valuable insights and tools to enhance your practice and better serve clients’ needs.

Paraklete® Financial, Inc. provides fee-for-service personal financial planning services provided solely by CPA/PFS certificate holders. Please visit our website: to learn more.