AICPA Offers Webinar Series to Help CPAs ‘Break into Financial Planning’

Sarah Woodman, Global events journalist
May 11, 2012 /

The American Institute of CPAs is kicking off a new webinar series designed to teach CPAs how to incorporate financial planning into their practices and educate them on opportunities in the field.

The first part of the series, Break into Financial Planning: How CPAs Can Get in the Game, will give participants all the information they need to understand the value of financial planning.

The webinar is ideal for emerging CPAs interested in a financial planning career path, as well as seasoned CPAs who want to expand their practices to meet increasing client needs. Clients are turning to CPAs for broader financial advice, as they seek trusted counsel on a complex array of retirement, investment, estate and insurance issues.

The event will be offered free of charge (CPE credit is available for purchase) on Wednesday, May 16 from 2:00-3:30 PM EDT.

“Our goal in creating this webinar is to educate CPAs on what it means to be a financial planner,” said Andrea Millar, CPA/PFS, AICPA senior technical manager. “Understanding the opportunities financial planning provides to meet client needs is the essential first step.”

In the webinar, a panel of CPA financial planners will discuss:
• The path each took to enter financial planning
• How to get the education and the experience you need
• What it means to be a CPA financial planner
• How to provide this value-added service to your existing tax client base

Additionally, financial planners will answer questions from the audience throughout.

For those who would like to make financial planning a permanent part of their practice, “From Tax Preparer to Financial Planner: The Road Best Traveled,” is an intensive 4-part webinar series.

The 17 sessions will feature 13 financial planners detailing the necessary steps to transition from a tax preparer to a financial planner. The second part covers the process of moving from tax compliance to tax planning for individuals; part three takes participants through the process of transitioning from a tax planner to a holistic financial planner and the final part provides everything CPAs need to know implement their own personal financial planning practices.

“CPAs are in a natural position of trust with clients, so expanding into financial planning is an easy transition,” said Lyle Benson, CPA/PFS, of the executive committee of the AICPA’s Personal Financial Planning Section. “The webinar series gives CPAs the information they need to make that shift.”

The four-part series is available to AICPA members for $995; PFP, PFS or Tax Member $795; non-members $1243.75. Sessions may also be taken individually.

 

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