5-Steps to a Career as a CPA Financial Planner

Step 1: Become a Member

Step 2: Connect

Step 3: Learn

Getting Started

Webcasts, Podcasts, and Learning Library

Conferences (In-Person & Virtual)

Step 4: Practice

Technical & Practice Management Resources

  • Stay up with the latest planning strategies and trends in personal financial planning services practice competently and profitably.


  • Broadridge Advisor: An education and client communication tool written by CPAs and attorneys in order to deliver clear, concise presentations, illustrations and articles to your clients.

Step 5: Lead

  • Standing Ovation recognizes CPAs age 40 or younger in personal financial planning who exhibit exemplary professional achievement.
  • AICPA Leadership Academy exposes the next generation of CPAs to a strong ethic of leadership and service.  By providing them with strategies, candidates are empowered to become leaders within their organizations, communities and the CPA profession
  • Volunteer on a committee
  • CPA Job Board