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Make a Positive Difference in Someone's Life.
The Personal Financial Planning Section Can Help You Do It
Financial planning is not only where the future is heading; it’s also a way you can truly make a meaningful impact on someone’s life. It could be one of the 10,000 baby boomers turning 65 every day over the next 10 years. Or, it could be a younger person who just needs competent, credible, ethical and holistic financial advice. In other words, they need a CPA just like you.
The Personal Financial Planning Section is the key specialization area for CPA’s practicing in tax, estate, retirement, risk management and investment planning. Learn more about the growing demand for CPA’s in financial planning and what the section delivers to help you take advantage of this growing opportunity.
- Broadridge Advisor™ — Personalized, robust client communications tool ($499 value).
- Practice guides — Technical guidance on financial and estate planning, Social Security, technology in a PFP practice and much more.
- Community — Engage in an active conversation with peers on
- Webcasts and CPE — Abundant learning opportunities throughout the year (up to eight complimentary CPE hours included)