With the increased demand and projected growth of personal financial planning services in areas such as estate, retirement, risk management and investments, CPAs have an opportunity to continue to be positioned as the single most important advisers for individuals, families, and business owners.
Do any of these statements describe you?
-- I enjoy interacting with people.
-- I am good with numbers.
-- I have an interest in personal finance.
-- I like to have a positive impact on others.
-- I want to provide value-added and profitable services to my clients.
If so, then a career as a CPA financial planner or CPA/Personal Financial Specialist (PFS) may be right for you.
The higher-education programs listed in the table below align with the AICPA’s PFP Body of Knowledge and support the PFS credential pathway. These programs are geared toward accounting students who are on the pathway to becoming a CPA; they may vary in style and delivery method (traditional classroom or online).
Find additional University Program information in the PFP Section for: Professors | Students
DISCLAIMER: References to the program provided above do not imply any form of endorsement, non-endorsement, support or commercial gain by the AICPA.