Abstract 3D patterns
Resources

Pathways to Practicing Personal Financial Planning

Jun 05, 2025 · 3.5 MB Download

SECTION

EXCLUSIVE

Resource

available

As a Certified Public Accountant (CPA), your primary focus is on meeting your clients' needs. With the evolving landscape, there is a growing demand for CPAs who can offer objective financial planning advice to individuals, families, and business owners. CPAs have evolved into a helping profession, providing not only traditional accounting services but also comprehensive financial planning.

This document highlights the opportunities and benefits of the various career paths and journeys for CPAs to become personal financial planners. It emphasizes

Download the Personal Financial Planning Roadmap

File name: Roadmap_Personal_Financial_Planning.pdf

Reserved for AICPA® & CIMA® Members and PFP Section Members

Already a member of the AICPA or CIMA? Or a PFP Section Member?

Log in with your account
 
Forgotten email
Forgotten password

Not a member of the AICPA or CIMA? Or a PFP Section Member?

To gain access to exclusive content, your first step is to join the AICPA or CIMA.

Discover the benefits of:

Related content

}