The PFP Champion Program has only existed for a few months, but it has already made strides toward strengthening the personal financial planning (PFP) profession.
The program aims to inform the professional community about the value of a CPA personal financial planner, the knowledge required to become a personal financial specialist (PFS™) credential holder and the benefits of joining the greater PFP community. The existing group of champions has met virtually since the program’s inception to discuss their priorities and