The resources in the PFP Emerging Professionals Outreach Toolkit will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs.
Special thanks to the Young & Emerging CPA Financial Planners Task Force, a joint task force under the PFP Executive and CPA/PFS Credential Committees, and many others for contributing to this toolkit.
This publication is designed to provide illustrative information with respect to the subject matter covered. It does not establish standards or preferred practices. The material was prepared by AICPA staff and has not been considered or acted upon by senior technical committees or the AICPA board of directors and does not represent an official opinion or position of the AICPA. It is provided with the understanding that the staff and publisher are not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought. The staff and publisher make no representations, warranties, or guarantees about and assume no responsibility for the content or application of the material contained herein and expressly disclaim all liability for any damages arising out of the use of, reference to, or reliance on such material.