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