ACP & AICPA - Partners in Success
ACP and AICPA have partnered to equip CPAs/Personal Financial Specialists with the tools they need to realize their full business potential. Reinvent how your business does business with the help of these two prestigious organizations. Through our partnership, AICPA members have access to exclusive ACP webinars, practice management advice from CPAs who have added financial planning to their practice, and more opportunities to network and learn from the best in the business.
ACP has developed a new membership program specifically for AICPA members who have an established CPA practice and are finding that more and more of their clients are seeking financial planning advice. The expectation is that these members do not require the majority of the training that our new members receive. For example, they already have an established office, client base, marketing plan, etc. However, they do need to understand fee-only financial planning. Learning and understanding the ACP philosophy and being a part of the ACP community will accelerate their path to success.
Eligibility criteria
- Full membership in AICPA
- At least five clients receiving financial planning – vetted by ACP
- Committed to the fee-only ACP philosophy – sign attestation form and client pledge
- Attendance at the ACP annual conference during the first year
- Attendance at the one-day ACP orientation to be held before annual conference
Membership benefits
- ACP Core Tools
- Appointment calendar
- Fee calculators
- ACP Pyramid
- Goals & Values exercise
- Marketing Support
- Discounts on various software packages, compliance advice, the ACP annual conference, and more
- Continuing education
- Active online community discussion forums
- Referral service
- Annual ACP conference
- Community of like-minded fee-only advisors
- ACP process
- Retainer model
For more information, click here to fill out a membership inquiry form or contact Arlene Moss at 910.769.1569, arlene@acplanners.org.
Explore the Retainer-Based Model
CFP® Chip Simon explains the benefits of fee-only financial planning in our AICPA partner webinar The Three R’s of Retainer-Based Financial Planning: Revenue, Retention, and Relationships.