It’s Never Too Early to Specialize: Is a Career in Financial Planning Right for You? 

    Originally aired on 7/28/2010 

    Seminar recording
    | Presentation materials

    Good with numbers?  Enjoy interacting with people?  Like to have a positive impact on others?  Want to own your own business and gain financial independence?  A career as a CPA financial planner or Personal Financial Specialist may be right for you!


    As a CPA in the early stages of your career, it is important that you know all of the options and opportunities available to you so that your career is as fulfilling as possible. In this seminar you will learn how four CPAs have been successful in financial planning and hear about the path they went down to get where they are today. Topics covered will include:


    • The path that each of these CPAs took to achieve the career of their dreams
    • What it means to be a CPA financial planner
    • Career options
    • How to get educated and gain the experience you need
    • Keys to success
    • Q&A
    • Nature of the Work


    CPA financial planners help their individual clients achieve their lifetime dreams by identifying and planning for short and long-term financial goals. This includes covering all elements of a client’s financial plan, encompassing planning for retirement, transferring of wealth to future generations, funding education, minimizing taxes, risk management (including proper insurance coverage) and general investment decisions.


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