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Pathways to Practicing Personal Financial Planning

Jun 05, 2025 · 3.5 MB Download

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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

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