For AICPA PFP Section Members

Through a partnership between AdvisorTouch (formerly Fox Financial Planning Network) and the AICPA Personal Financial Planning Section, we have a program designed especially for the CPA practitioner to help you systematize and organize the planning process, administration and delivery of financial planning or wealth management services.

This program is only available to CPA practitioners. It has special pricing for CPAs who are members of the PFP Section of the AICPA.

Have you considered providing other areas of financial advice to your clients but don’t know where to start or haven’t had the time to create and implement a standardized process?
If you already provide other areas of financial advice, do you feel you are not working efficiently or that your quality of advice is inconsistent due to the lack of having systems in place?

Why should you consider adding financial planning or wealth management services to your practice? Here are three compelling reasons:

  1. It is likely you are your clients’ most trusted advisor and your clients would appreciate you providing advice to them in additional planning areas.
  2. The skillsets you have developed as a CPA are very transferable for delivering advice in other areas.
  3. The growth trajectory of tax practices is growing slowly whereas financial planning/wealth management services demand is skyrocketing.


Our program benefits firms of all sizes, from those just forming to large firms with years of experience.