ENG24LL09. A Strategic Vision for CPA Personal Financial Planning - presented by AICPA & CIMA (PFP) - ONSITE ONLY

Come learn about the strategic direction at the AICPA and beyond for the personal financial planning and the PFS Credential. Focusing our direction where the profession is going gives you the value you want from the PFP Division. This session will provide both an understanding of the future opportunities and an opportunity to provide feedback as we continue to hone our strategic direction.

Learning Objectives:

• Distinguish the critical milestones and current environment that the CPA financial planners face.
• Identify the trends and future concerns that will impact firms, employees, and clients.