Partner Spotlight: fpPathfinder + AICPA
fpPathfinder is pleased to spotlight its partnership with the AICPA, an organization recognized for driving accounting and finance into the future by giving it’s members the support, skills and insight to meet the demands of a constantly changing world. This collaboration with the AICPA’s Personal Financial Planning (PFP) Section reflects a shared belief that financial professionals should have access to practical, reliable tools that enhance the quality and consistency of the advice they deliver.
The AICPA PFP Section serves a large and diverse community of CPAs and like-minded financial planners who rely on structure, accuracy, and diligence in their work. fpPathfinder’s tools—flowcharts, checklists, summary guides, and more—support these same priorities by making complex planning topics clearer and helping advisors create a more consistent and confident planning experience.
“Our goal has always been to bring clarity and structure to the financial planning process,” said Michael Lecours, CFP®, Co-Founder of fpPathfinder. “Partnering with the AICPA allows us to support a community that deeply values diligence and high-quality client service. We’re proud to contribute tools that help professionals translate technical knowledge into real-world conversations.”
By including fpPathfinder into its member benefits, the AICPA PFP Section reinforces its commitment to elevating professional practice with tools that bridge technical expertise and practical client implementation.
"This partnership reinforces our commitment to equipping CPAs with tools and resources that bring clarity and structure to the financial planning process,” said Dan Snyder, CPA/PFS, Director of the AICPA PFP Division. “fpPathfinder’s resources complement our planning-centric approach, empowering CPAs to lead with confidence and deliver advice that is accurate, actionable, and deeply client-focused."
What AICPA PFP Members Receive Through the Partnership
This partnership includes a set of meaningful benefits designed to help members enhance both their planning process and their client experience.
Complimentary Access to Essentials
All AICPA PFP Section members receive fpPathfinder Essentials at no additional cost (a $199 annual value). Essentials includes access to more than 140+ planning flowcharts, checklists, and guides that support accurate, confident, and efficient client conversations. Plus 1-2 new guides added every month
Discounted Pricing for Deluxe & Premier
Members seeking more advanced tools, including white-labeled client materials or interactive, editable checklists (among other tools and benefits), can upgrade to fpPathfinder’s Deluxe or Premier memberships.
As part of the partnership:
● AICPA PFP members receive an annual $200 discount on Deluxe and Premier.
● Current fpPathfinder members who are part of the PFP Section will automatically see the discount applied at their next renewal.
● Members using Essentials will see the discounted rate available if they choose to upgrade.
Why This Partnership Matters
The collaboration reflects a shared dedication to:
● Strengthening diligence in financial planning
● Supporting advisors with actionable resources
● Enhancing communication between advisors and clients
● Encouraging a more consistent, repeatable planning experience
For the AICPA PFP community, the partnership offers access to tools that make it easier to apply complex rules in everyday practice. For fpPathfinder, it represents the opportunity to support a large network of CPA financial planning professionals committed to creating meaningful client outcomes through a planning-first approach.
About fpPathfinder
fpPathfinder helps financial advisors uncover planning opportunities, have better client conversations, and deliver more consistent, high-quality advice using checklists, flowcharts, and summary guides.
Learn more at www.fpPathfinder.com.
About the AICPA Personal Financial Planning Section
The AICPA PFP Section offers CPAs and like-minded financial planners specialized guidance, education, and professional support to help them deliver high-quality, client-centered financial planning services. Through its programs and member benefits, the PFP Section equips professionals to stay current, apply best practices, and uphold the highest standards of the profession. Learn more at www.aicpa.org/pfp.