The CPA Financial Planner — Facts and Opportunities

Modified: March 15, 2018


There’s never been a greater demand for personal financial planning services: tax, retirement, estate, charitable and life-transition planning and more. “Personal financial planning” is the term consumers use to identify the services they seek. Services many CPAs already provide. You’re needed. You’re the most trusted. You can be the “go-to” adviser. It’s time to call yourself a CPA financial planner.

CPA Financial Planners Tell Their Stories

Hear from your peers about their thoughts and experiences in this practice area, the rewards of being a CPA financial planner, as well as their views on the future of financial planning.