Personal Financial Planning Executive Committee 2026 - 2027

Objective: The Personal Financial Planning Executive Committee supports the AICPA by providing its members with information, advocacy, and leadership to enable them to perform valuable personal financial planning services in the highest professional manner.

• It strives to gain recognition by the public as the premier providers of personal financial planning services.
• The committee also assists in developing public statements made by AICPA in the area of personal financial planning.
• It determines Institute technical policies regarding PFP and serves as the Institute's official voice on those matters.

·       It assists in identifying and developing technical resources and products that would be a benefit to CPA financial planners

• Position the CPA as the trusted adviser to individuals.

Qualifications/requirements: CPAs who are dedicated to furthering the CPA financial planning profession, enhancing the path to becoming a CPA financial planner and representing the CPA financial planner well to the public.

Meeting format: In-person as needed, otherwise virtual

Staff Liaisons: Pamela Ladd & Dan Snyder