As with any profession, it’s important to understand how we got to where we are today to take us into a successful future. In this 25th episode of the Deeper CPA Financial Planner Connections podcast series, Lyle Benson, CPA/PFS, and Andrea Millar, CPA/PFS discuss how the CPA financial profession got started and led to building a thriving community and resources from there. They also invited other AICPA volunteer leaders to this episode to share their perspectives. The conversation includes:

How have CPAs played the role of trusted adviser to individuals since the creation of the accounting profession in 1887?
How were personal financial planning services formalized within AICPA to provide robust resources for members?
Why was it so important to create the PFP Section in 1986 and add the PFS credential in 1987?
Why is the advanced PFP conference a critical aspect of the AICPA PFP community and their learning?
Celebration of the incredible member volunteers who have gotten us to where we are and why passionate members are so crucial to our success
We have laid a great foundation with the best of the best resources and learning, authoritative PFP standards, financial planning on the CPA exam, an incomparable community of committed professionals, to name a few. Where do we go from here?

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.

Sid Kess was invited to be a part of this episode. Sadly, he passed away before the recording took place. Sid prepared this dictation, graciously shared by his children, in preparation for the podcast. He focuses on the importance of a holistic approach in personal financial planning and how that also applies in the medical field.
Learn more about the PFP Division history in our 25th anniversary celebration document.
Listen to other episodes in this series.
Save the date for ENGAGE 2024 where you will find the most technically advanced learning in personal financial planning, including tax, estate, retirement, risk management, and investment planning.
Save the date for How to create your CPA personal financial planning practice at ENGAGE on June 2nd (for CPAs who need guidance on building their financial planning practice)
Save the date for PFS Live! at ENGAGE on June 2nd (for experienced CPA financial planners who qualify for the experienced PFS track)

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.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Deeper CPA financial planner connections: Our history and our future: Part 1 {PFP Section}

AICPA Personal Financial Planning (PFP)