8220;This initiative's goal is to help energize pro bono financial planning
efforts with one-on-one pro bono financial planning
opportunities for underserved populations,” said James A.
Until you're exposed to financial planning
, you just don't know.
the forward-looking scope of the engagement expands to include financial planning
The AICPA Personal Financial Planning
(PFP) community Web site provides CPAs with the resources, tools and information they need to offer professional and ethical financial planning
services from one central location.
To further expand its presence in the consumer side of financial planning
, the AICPA developed financial planning
resources specifically for the public's use which are now available on the AICPA's Web site (www.
Bernstein is Director of the AICPA Personal Financial Planning
Capital Area Asset Builders of Washington, DC will expand the financial planning
components of its financial education programs and provide its low- and moderate-income constituents with access to volunteer CFP([R]) professionals through events and online resources.
Surveys conducted by the AICPA and others throughout the 1980s and 1990s suggested there was an increasing number of individuals that needed financial planning
guidance in combination with the expertise of a CPA, as financial technicalities became a larger part of successful personal financial planning
based Ehlert Financial, which also specializes in financial planning
for special-needs families.
For example, more than 80 top accounting and financial planning
firms recently formed a federally chartered trust company, National Advisors Trust.
Expert speakers cover information technology, financial planning
, insurance services, and the psychological aspects of disasters, among other topics.
Many CPAs are starting to express an interest in providing financial planning
services, including IA services.