Be in Demand: Building a Career as a CPA Personal Financial Planner 

    Originally aired 08/28/14 


    Seminar recording | Presentation materials

    Are you good with numbers and enjoy interacting with people? Do you want to have a positive impact on the lives of others through financial literacy? Are you dreaming of owning your own business and becoming financially independent? If you answered YES to any of these questions, attend this session find out if a career in personal financial planning is for you.

    Like doctors who specialize in niche areas of medicine, so CPAs can pursue a career in specialized areas of accounting. CPAs are considered to be the most trusted advisor and in the case of personal financial planning, serve as an advocate for their clients. 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.  Join Clark Blackman as he describes how to break into this niche career path.

    You will learn:

    • What is personal financial planning (PFP) & what it means to do PFP
    • What are the business opportunities in the profession
    • How to pave your own unique career path as a CPA, including the types of courses you should look for in your university
    • How to gain the experience you need within the CPA profession



    A A A


     
    Copyright © 2006-2014 American Institute of CPAs.