Personal Financial Planning Resources for Students 

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.

Why Personal Financial Planning
  • PFP projected to grow 2x faster than accounting profession (IBIS World 2014)
  • 27% growth in need for advisors (U.S. Bureau of Labor Statistics)
  • $30 trillion will be transferred from one generation to the next in the coming decades. With this great transfer of wealth comes the need for comprehensive financial planning including tax, estate, retirement, risk management, and investment planning. Helping to cut through the complexities can lead to new revenue streams for your practice and have a positive impact on the lives of the people receiving the transfer. 
  • Tax complexities that CPAs understand

Video: How the next generation of the CPA profession can get into personal financial planning.

How To Become a CPA Financial Planner

Start Here, Go Places This Way to CPA 5 Steps to a Career as a CPA Financial Planner

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Learn more about a career
as a CPA financial planner
          Learn more about the
PFS credential pathway
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