With the increased demand and need for financial advisers, building the future of the CPA personal financial planning profession is important now more than ever. What better way to start students on the pathway to becoming a CPA financial planner than to start educating them now while they are in your classroom. Together, we will prepare students to enter the profession equipped to serve individuals in an integrated way with a mindset to always serve the best interest of the public and to be hired by firms with this same philosophy. The AICPA Personal Financial Planning (PFP) Division
has launched resources that will help you guide your students in becoming a CPA financial planner including a video
on how the next generation of the CPA profession can get into personal financial planning. Contact Sarah Bradley for more information.
|A University-Level PFP Program Geared Toward Accounting Students
Now Available: Essentials of Personal Financial Planning textbook and instructor support materials. A single 3.0 credit-hour course that systematically introduces the essentials of all the major topics of PFP showing their interconnectivity and professional opportunities and covering the PFP body of knowledge that aligns with the PFS exam and builds off of the CPA body of knowledge.
NOTE: Under the UAA Rules (5-2), this course could count toward the Accounting hours to meet the CPA education requirement (requires approval by the state board of accountancy.
Includes comprehensive course support
- Teaching guide/instructor notes
- PowerPoint presentations
- Test banks
- Case studies
- Marketing toolkit
- Resources for your students.
- And more!
Coming Soon! In-Depth PFP Track combines five courses that integrate tax planning and other areas of PFP, including:
- Estate Planning
- Retirement Planning
- Insurance/Risk Management
- Professional Responsibilities
|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
| Why Partner with AICPA to add PFP to your Curriculum