PFP26101. Launching Your Financial Planning Services: A Practical Guide for CPAs

**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY**

This interactive half‑day workshop equips CPAs with knowledge, tools, and confidence to successfully launch or expand personal financial planning services within their practices. Designed specifically for tax and planning oriented professionals, the session highlights why CPAs are uniquely positioned to deliver high‑value financial planning and how integrating these services can strengthen client relationships and create new revenue opportunities.

Topics include pricing models (hourly, retainer, AUM, and project‑based), operational processes, and strategies for integrating planning work smoothly into existing tax workflows. Marketing and growth techniques tailored for CPAs will help participants position their value and uncover planning opportunities among current clients.

The workshop concludes with a practical action plan, empowering participants to take concrete steps toward launching or enhancing their planning services, supported by additional resources from the AICPA PFP Section.

Learning Objectives:

• Identify the key benefits of integrating financial planning services within a CPA practice and describe how these services enhance client value.
• Differentiate between standalone and integrated financial planning service models
• Recognize the regulatory, licensing, and compliance requirements.
• Apply key elements of practice infrastructure—including pricing models, engagement documentation, and onboarding processes—to support the delivery of planning services.