5-Steps to a Career as a CPA Financial Planner 

With the increased demand and projected growth of personal financial planning services in areas such as estate, retirement, risk management and investments, CPAs are quite possibly the single most important decision makers for individuals and businesses, and it is time to realize that we do more than taxes.  There is an entire profession of CPA financial planners dedicated to advising clients on the financial decisions that will impact every facet of their lives. 

If you enjoy interacting with people, are good with numbers, have an interest in personal finance, like to have a positive impact on others and want to  provide value-added and profitable services to your clients, a career as a CPA financial planner or CPA/Personal Financial Specialist (PFS) may be right for you.

Step 1: Become a Member
Step 2: Connect
Step 3: Learn
Getting Started
Webcasts, Podcasts, and Learning Library
Conferences (In-Person & Virtual)
Step 4: Practice 

Technical & Practice Management Resources

  • Stay up with the latest planning strategies and trends in personal financial planning services practice competently and profitably.

Estate Insurance/Risk Management Professional  Responsibilities 
Retirement Tax Planning Legislative/Regulatory
Investment Practice Management Consumer Content

  • Broadridge Advisor: An education and client communication tool written by CPAs and attorneys in order to deliver clear, concise presentations, illustrations and articles to your clients.
Step 5: Lead
  • Standing Ovation recognizes CPAs age 40 or younger in personal financial planning who exhibit exemplary professional achievement.
  • AICPA Leadership Academy exposes the next generation of CPAs to a strong ethic of leadership and service.  By providing them with strategies, candidates are empowered to become leaders within their organizations, communities and the CPA profession
  • Volunteer on a committee
  • CPA Job Board


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