ICAEW.com works better with JavaScript enabled.

Personal Financial Planning Community

This increasingly important area of professional advice typically involves lifetime cash-flow modelling, investments, pensions, property, retirement planning, inheritance tax, wills, probate and insurance.
Join for free
Personal Financial Planning polaroid

Key resources and support

Articles
Books
Articles

Read the latest articles from the Community.

See more
Events
Calendar
Events

Upcoming events and webinars for community members.

See more
Recordings
Microphone
Recordings

On-demand webinars and recordings for community members.

See more
Resources
Camera
Resources

Resources on practice development, investments, pensions, retirement planning, estate planning, wills and probate, and property.

See more
Rewards
Member rewards
Get more from your membership

Discover exclusive discounts for ICAEW Members with Member Rewards.

See more
Regulation
Compass
Regulatory Insights

Stay informed about industry regulations with key updates and guidance.

See more
Newsletters
Fountain pen
Newsletters

Community newsletter archive.

See more
CPD
Mortarboard
Academy

Top-class public and bespoke CPD training for finance professionals. ICAEW Academy is now offering virtual classrooms.

See more
Disclaimer
Magnifying glass
Disclaimer

A disclaimer covering no advice, and accuracy of information.

See more
Image of diverse group of men and women standing in an office

Personal Financial Planning Fundamentals

  • Promotional material
  • 21 Jan 2025
Dive into our series of captivating videos that explore the core principles of financial planning.
Find out more
ICAEW partnership Managing your network with RQ

Accountants wanting to deliver joined-up, proactive business advisory services to their clients can benefit from a tie-up between ICAEW and technology company RQ. The RQ platform offers a compliant way to manage a network of complementary professionals, such as solicitors, financial planners and wider providers of business advisory services.

Find out more Watch demo
Laptop with the effect of filing cabinet drawers coming out of the screen