This is part 2 of the PFP Section podcast that marks our CPA financial planning history and celebrates the journey of where we’ve been to take us into the future. We once again invited other AICPA volunteer leaders into the discussion to help us share our story. In this episode, Lyle Benson, CPA/PFS, Andrea Millar, CPA/PFS, and other CPA financial planners discuss:

What are the investment adviser regulatory issues that CPAs need to understand?
Why should we all consider embracing calling these services personal financial planning?
The purpose behind The Statement on Standards in Personal Financial Planning Services and how this elevates CPAs
Why having personal financial planning on the CPA exam will be a game changer?
The education that supports the CPA way of providing these services
What is the coach approach and why is it so crucial?
What are the attributes you need to flourish into the future?
What you get back by being involved in your CPA financial planning profession?
Why we all need to come together to leave a legacy?

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links.

The Statement on Standards in Personal Financial Planning Services.
The CPA’s guide to investment advisory business models and related decision chart and case study.
The evolution of the CPA exam.
The education created in the CPA way, including the fundamentals and the certificates.

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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Deeper CPA financial planner connections: Our history and our future: Part 2 {PFP Section}

AICPA Personal Financial Planning (PFP)