A Career as a CPA Financial Planner Can Take You Places
With the increased demand and projected growth of personal financial planning services in
such areas as estate, retirement, risk management, investments and tax planning. CPAs are
quite possibly the single most important decision-makers for individuals and businesses.
An entire profession of CPA financial planners is dedicated to advising clients on the financial
decisions that affect every facet of their lives.
If you enjoy interacting with people, are good with numbers, have an interest in personal finance,
like to have a positive impact on others and want to provide value-added and profitable services
to your clients, a career as a CPA financial planner or CPA/Personal Financial Specialist (PFS™)
may be right for you.
Below is information for young advisers, students and educators to help you learn more.